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Zoho CRM Integration

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

No triggers available for this app. Do you need one? Contact us.

Actions

Action components allow you to perform operations on the app.

List Fields

Gets the field metadata for the specified module

How to Integrate Zoho CRM?

For Zoho CRM integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Zoho CRM.
  5. Drag and drop the Zoho CRM component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Zoho CRM account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!