Customer relationship management software
Zoho CRM currently provides 1 trigger that can start a workflow and 2 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
New Contact
Triggers when a new contact is created
Read file
Download a file content from Zoho CRM. e.g.: a Backup File
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Zoho CRM event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Contact
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Zoho CRM action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Read file
Combine Zoho CRM with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
New Contact
Finishes with
Read file, then preserve the outcome in Coherence
The exact authentication fields depend on Zoho CRM. The workflow structure stays straightforward:
Authorize the Zoho CRM account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Zoho CRM or provide a complementary trigger or action.
Zoho CRM currently provides 1 trigger that can start a workflow and 2 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Zoho CRM currently lists 1 trigger and 2 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Zoho CRM triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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