What can I automate with the Zoho CRM integration?

Manage leads, contacts, accounts, deals, tasks and notes in Zoho CRM, convert leads, and query your CRM data with COQL. Lodol supports 20 actions for Zoho CRM, which you can combine with any other app in a workflow.

How do I connect Zoho CRM to Lodol?

Authenticate Zoho CRM once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

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Zoho CRM

CRM SystemsContact ManagementZoho

Manage leads, contacts, accounts, deals, tasks and notes in Zoho CRM, convert leads, and query your CRM data with COQL.

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20 actions

Actions

Steps your workflow can run in Zoho CRM.

Create Zoho CRM leadCreate a lead. Only the last name is required; Zoho fills the rest of the layout with whatever you supply.

Update Zoho CRM leadUpdate fields on an existing lead. Supply the lead id and at least one field to change.

Delete Zoho CRM leadDelete a lead. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Convert Zoho CRM 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 Zoho CRM contactCreate a contact, optionally linked to an existing account. Only the last name is required.

Update Zoho CRM contactUpdate fields on an existing contact. Supply the contact id and at least one field to change.

Delete Zoho CRM contactDelete a contact. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Create Zoho CRM accountCreate an account (company). Only the account name is required.

Delete Zoho CRM accountDelete an account. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Create Zoho CRM dealCreate a deal. Zoho requires a name, a stage and a closing date; link it to an account or contact to have it show on their record.

Update Zoho CRM dealUpdate a deal, most often to advance its stage. Supply the deal id and at least one field to change.

Delete Zoho CRM dealDelete a deal. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Create Zoho CRM taskCreate a task, optionally attached to a lead, contact, account or deal.

Delete Zoho CRM taskDelete a task. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Add Zoho CRM noteAttach a note to a lead, contact, account or deal. The note appears in that record's Notes timeline.

List Zoho CRM notesList the notes attached to one record.

Get Zoho CRM recordFetch one record by id from any core module. Reads go straight to the record store, so this sees a record the instant it is created, unlike search, which waits on Zoho's index.

List Zoho CRM recordsList records from a module, most recently created first.

Search Zoho CRM recordsFind records by email, phone, free text, or a criteria expression. Zoho's search index lags writes by a short while, so a record created seconds ago may not appear yet: use 'Query Zoho CRM records' when you need one immediately.

Query Zoho CRM recordsRun a COQL SELECT against your CRM data. Reads the record store directly, so it sees records the moment they are written, which is the reliable way to look one up right after creating it.