Outreach + Zoho CRM

Outreach + Zoho CRM integrations

Create prospects in Outreach from new leads in Zoho CRM

Streamline your lead management process by automatically creating prospects in Outreach whenever a new lead is added in Zoho CRM. This workflow ensures your sales team has the latest information at their fingertips to effectively engage with potential customers.

When this happens...
New LeadTriggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Create ProspectCreates a new prospect.
ActionWrite

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More things you can do with Zoho CRM and Outreach

Discover other triggers and actions you can use with Zoho CRM and Outreach

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Call
Triggers when a call is updated.
Trigger
Instant
Try It
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
Try It
- Sequence ID
  Required
- Prospect ID
  Required
- Mailbox ID
  Required
Action
Write
- Sequence Name to Search For
- Sequence ID
Action
Search

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Sequence ID
  Required
Trigger
Polling
Try It
New Call
Triggers when a new call is logged.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- First Name
- Last Name
- Email Addresses
- Account ID
- Opportunity IDs
- Stage ID
- Persona ID
- Owner ID
- Tags
- Personal Info - Middle Name
- Personal Info - Nickname
- Personal Info - Gender
- Personal Info - Date of Birth
- Phone Numbers - Home
- Phone Number - Mobile
- Phone Numbers - Work
- Phone Numbers - VoIP
- Phone Numbers - Other
- Job Details - Title
- Job Details - Occupation
- Job Details - Start Date
- Education - School
- Education - Degree
- Education - Graduation Date
- Location - Address 1
- Location - Address 2
- Location - City
- Location - State
- Location - ZIP
- Location - Country
- Location - Region
- Location - Time Zone (IANA)
- Links - Website 1
- Links - Website 2
- Links - Website 3
- Links - LinkedIn URL
- Links - Twitter URL
- Links - GitHub URL
- Links - Facebook URL
- Links - Google+ URL
- Links - StackOverflow URL
- Other Info - Source
- Other Info - On Market
- Other Info - Lead Score
- Other Info - Campaign Name
- Personal Note 1
- Personal Note 2
- Company
- CustomFieldHelpText
Action
Write

About Outreach

Outreach is a single platform that unlocks seller productivity to help sales teams efficiently create and close more pipeline.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Related Zap Templates

Create prospects in Outreach whenever module entries are updated in Zoho CRM

Related Zap Templates

Create prospects in Outreach whenever module entries are updated in Zoho CRM