Slack Zoho CRM
When a lead is created or updated in Zoho CRM, notify Slack.
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Slack Zoho CRM

When a lead is created or updated in Zoho CRM, notify Slack.

Yoom's Slack ＆  Zoho CRM  are ready to use! Automate tasks instantly—just copy the template!
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■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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API Actions That can be No-Code
Executable API actions
everything
Slack
Zoho CRM
Flowbot triggers
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a reaction is added to a message (Webhook)
    When a user is mentioned in a channel
    When a message containing specified text is posted to a channel
    When 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 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)
    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
    Send a message to a channel
    Send a direct message
    Send a file (Support ends on 11/12)
    Get user IDs in a channel
    Create a channel
    Invite members to a channel
    List user groups
    Send a message to a thread
    Archive a channel
    Get messages in a thread
    Get a List of Public Channels
    Remove a Member from a Private Channel
    Search User by Email
    Retrieve user information
    Get a Specific Message
    Get Message Permalink
    Delete Message
    List users in a user group
    Get reactions for a specific message
    Create User Group
    Send a file to a thread (support ended on 11/12)
    Get channel message history
    Send a message to a channel with attachments
    Get List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
Flowbot triggers
    When a message is posted to a channel
    When a file is posted to a channel
    When a message is posted to a channel (Webhook)
    When a reaction is added to a message (Webhook)
    When a user is mentioned in a channel
    When a message containing specified text is posted to a channel
    When 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)
Flowbot operations
    Send a message to a channel
    Send a direct message
    Send a file (Support ends on 11/12)
    Get user IDs in a channel
    Create a channel
    Invite members to a channel
    List user groups
    Send a message to a thread
    Archive a channel
    Get messages in a thread
    Get a List of Public Channels
    Remove a Member from a Private Channel
    Search User by Email
    Retrieve user information
    Get a Specific Message
    Get Message Permalink
    Delete Message
    List users in a user group
    Get reactions for a specific message
    Create User Group
    Send a file to a thread (support ended on 11/12)
    Get channel message history
    Send a message to a channel with attachments
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)
    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 List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
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