All Slack integrationsIntegration

Slack and Zoho CRM

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

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Slack steps
88
Zoho CRM steps
27
template
1

Ideas for Slack and Zoho CRM

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew messageThenCreate lead
  • WhenNew leadThenSend message to channel
  • WhenChannel createdThenUpdate lead
  • WhenNew contactThenSend direct message
  • WhenNew command in channelThenCreate contact
  • WhenNew dealThenCreate channel

Templates that use Slack and Zoho CRM

Turn Tally sales enquiries into Zoho CRM leads

Creates a Zoho CRM lead from each Tally 'Contact sales' answer, with a call task and a Slack alert for companies over 50 people.

What each app adds

Slack

Triggers

  • New messageRuns when a new message is posted in a Slack channel.
  • Channel createdRuns when a new Slack channel is created.
  • New command in channelRuns when a message in a Slack channel starts with a command word.
  • New mention in channelRuns when someone is mentioned in a Slack channel.
  • Reaction added to messageRuns when an emoji reaction is added to a Slack message.
  • Reaction removed from messageRuns when an emoji reaction is removed from a Slack message.

Actions

  • Send message to channelSend a message to a public or private Slack channel.
  • Send direct messageSend a direct message to a member.
  • List channelsList the Slack channels you can access, optionally hiding archived ones.
  • Create channelCreate a new public or private Slack channel.
  • Archive channelArchive a Slack channel.
  • Schedule messageSchedule a message to be posted at a future time.
See all 88 on the Slack page

Zoho CRM

Triggers

  • New leadRuns for each new lead in Zoho CRM, from a web form, an import, a person or another app. Leads already there when the workflow is turned on don't start it.
  • New contactRuns for each new contact in Zoho CRM, including one made by converting a lead. Contacts already there when the workflow is turned on don't start it.
  • New dealRuns for each new deal in Zoho CRM, in any pipeline. Deals already there when the workflow is turned on don't start it.
  • Record updatedRuns each time a lead, contact, account, deal or task in Zoho CRM is changed, with the record as it is now. A new record that hasn't been changed since doesn't start it. Changes made before the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

  • Create leadCreate a lead. Only the last name is required; Zoho fills the rest of the layout with whatever you supply.
  • Update leadUpdate fields on an existing lead. Supply the lead id and at least one field to change.
  • Delete leadDelete a lead. Zoho moves it to the recycle bin, where it can be restored for 60 days.
  • Convert leadConvert a lead into a contact and account, optionally creating a deal. Zoho requires the deal name, closing date, stage and pipeline whenever a deal is created.
  • Create contactCreate a contact, optionally linked to an existing account. Only the last name is required.
  • Update contactUpdate fields on an existing contact. Supply the contact id and at least one field to change.
See all 27 on the Zoho CRM page

How to connect Slack and Zoho CRM

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Slack and Zoho CRM

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

More with Zoho CRM

Questions about Slack and Zoho CRM

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 79 actions and 9 triggers in Slack, and 23 actions and 4 triggers in Zoho CRM.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Slack and Zoho CRM.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

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