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Zoho CRM integration

Customer relationship management software.

Sales and CRM3 triggers · 11 actions
Connect Zoho CRM freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in Zoho CRM, check the details with AI, then “Read file” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Contact

    Triggers when a new contact is created.

  • WHEN
    New Record

    Triggers when a record is created in any module (custom fields included).

  • WHEN
    Updated Record

    Triggers when a record is modified in any module.

Actions

Then Calibra can do this for you
  • DO
    Read file

    Download a file content from Zoho CRM. e.g.: a Backup File.

  • DO
    Create Record

    Creates a record in any module, including custom fields.

  • DO
    Update Record

    Updates fields of a record in any module. Fields left empty are not changed.

  • DO
    Get Record

    Gets a record by id from any module, with all its fields.

  • DO
    Create or Update Record

    Updates the record that matches on the duplicate-check fields, or creates it if none matches.

  • DO
    Delete Record

    Deletes a record (it moves to the Zoho CRM Recycle Bin).

  • DO
    Convert Lead

    Converts a lead into a contact and account, and optionally a deal.

  • DO
    Add Note

    Adds a note to a record.

  • DO
    Add Tags to Record

    Adds existing or new tags to a record. New tag names are created first.

  • DO
    Upload Attachment

    Attaches a file to a record.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Zoho CRM integration free?

Yes. Zoho CRM is available on every Calibra plan, including the free plan, which needs no card.

How is Zoho CRM usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Zoho CRM without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Zoho CRM for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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