When a lead is created or updated in Zoho CRM, notify Slack.
When a lead is created or updated in Zoho CRM, notify Slack.
Launch this workflow to connect
Zoho CRM &
Slack
!
■Overview
When a new lead is created or updated in Zoho CRM, it automatically notifies the specified Slack channel.
The notification content and the Slack channel to which it is sent can be customized.
■Setup Instructions
・Integrate each of the Zoho CRM and Slack apps with Yoom. (My App Integration)
・Set the Zoho domain with the trigger "When a lead is created or updated" in Zoho CRM.
・In Slack, configure the integration account, destination channel, and message content with the operation "Send a message to a channel."
■Notes
・Integration settings with accounts are required for both Zoho CRM and Slack.
・Replace the Slack channel and notification content with any desired values.
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About the Apps
Zoho CRM
Templates using
Zoho CRM
This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.
When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
When a lead is registered in Zoho CRM, it is added to Microsoft Excel in this flow. Automatic information synchronization enables smooth follow-up. Additionally, centralized lead information management allows for more efficient sales activities and marketing.
Templates using
Slack
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
About the apps you use
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
see detailsTemplates
This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.
Register a lead in Zoho CRM from the signature information of an email received in Outlook.
When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
When a lead is registered in Zoho CRM, add it to Google Sheets.
When a lead is registered in Zoho CRM, it is added to Microsoft Excel in this flow. Automatic information synchronization enables smooth follow-up. Additionally, centralized lead information management allows for more efficient sales activities and marketing.
When a lead is registered in Zoho CRM, add it to Microsoft Excel.
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see detailsTemplates
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
Activate the flow bot at the end of each month and notify Slack.
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
Add a comment to a Wrike task when a post is made in a Slack channel.
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.
Add inquiry content from Slack to Google Sheets
No-Code API Actions
Executable API actions
Flowbot triggers
When a new lead is created
When a new account is created
When an account is created or updated
When a lead is created or updated
When a lead is created (Webhook)
When Lead is Updated (Webhook)
When Account is Created (Webhook)
When Account is Updated (Webhook)
When Contact is Created (Webhook)
When Contact is Updated (Webhook)
Deal Created (Webhook)
Deal Updated (Webhook)
Task Created (Webhook)
Task Updated (Webhook)
Specific Field in Deal Updated (Webhook)
When a specific lead field is updated (Webhook)
When a specific account field is updated (Webhook)
When a specific contact field is updated (Webhook)
Flowbot operations
Get Lead ID List
Get Lead Details
Create Lead
Update Lead Information
Search Leads
Get Account ID List
Get Account Details
Create Account
Update Account Information
Search Accounts
Update Lead Custom Fields
Update Account Custom Fields
Get Deal ID List
Get Deal Details
Create Deal
Update Deal Information
Search Deals
Attach File to Lead
Flowbot triggers
When a new lead is createdWhen a new account is createdWhen an account is created or updatedWhen a lead is created or updatedWhen a lead is created (Webhook)When Lead is Updated (Webhook)When Account is Created (Webhook)When Account is Updated (Webhook)When Contact is Created (Webhook)When Contact is Updated (Webhook)Deal Created (Webhook)Deal Updated (Webhook)Task Created (Webhook)Task Updated (Webhook)Specific Field in Deal Updated (Webhook)When a specific lead field is updated (Webhook)When a specific account field is updated (Webhook)When a specific contact field is updated (Webhook)When a specific task field is updated (Webhook)When an event is created (Webhook)When an event is updated (Webhook)When a specific field of an event is updated (Webhook)When a Call is Created (Webhook)When a Call is Updated (Webhook)When a Contact is Created (Polling Trigger)When a Contact is Updated (Polling Trigger)
Flowbot operations
Get Lead ID ListGet Lead DetailsCreate LeadUpdate Lead InformationSearch LeadsGet Account ID ListGet Account DetailsCreate AccountUpdate Account InformationSearch AccountsUpdate Lead Custom FieldsUpdate Account Custom FieldsGet Deal ID ListGet Deal DetailsCreate DealUpdate Deal InformationSearch DealsAttach File to LeadAttach File to AccountAttach File to DealGet Lead Attachment InformationDownload Lead AttachmentsGet Account Attachment InformationDownload Account AttachmentGet Deal Attachment InformationDownload Deal AttachmentGet Contact DetailsCreate ContactUpdate ContactSearch ContactsAttach File to ContactGet Contact Attachment DetailsDownload Contact AttachmentCreate TaskGet TaskSearch TasksCreate EventGet EventSearch EventsUpdate Deal Custom FieldsGet CallGet Fields of a Specific TabCreate Record in Custom ModuleSearch Custom Module RecordsUpdate Record in Custom ModuleDelete custom module recordGet specific custom module recordAssociate Lead with CampaignSearch CallsGet call detailsSearch webhooksGet Contact ID ListUpdate Lead Custom Field (Multi-Select)Update Account Custom Field (Multi-Select)Update Deal Custom Field (Multi-Select)Get Records via COQL Query
Flowbot triggers
When a message is posted to a channelWhen a file is posted to a channelWhen a message is posted to a channel (Webhook)When a reaction is added to a message (Webhook)When a user is mentioned in a channelWhen a message containing specified text is posted to a channelWhen your Slack app is mentioned (Webhook)When mentioned in a channel (multiple users)When a message containing specified text is posted to a channel (Regular expression)When a new channel is created (Webhook)When a message is posted in a thread (Webhook)When mentioned in a channel (multiple users & user groups)When a reaction is removed from a message (Webhook)
Flowbot operations
Send message to channelSend direct messageGet member IDs in a channelCreate channelInvite members to channelGet user group listPost message to threadArchive channelGet messages in a threadList public channelsRemove a member from a private channelFind user by email addressGet user infoGet a specific messageGet message linkDelete messageGet users in a user groupGet reactions for a messageCreate a user groupList channel messagesSend a message to a channel with attachmentsList rows in a listCreate listUpdate listGet a specific list rowRemove list accessMore inspiration for you
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