Reply + Zoho CRM

Reply + Zoho CRM integrations

"launch Reply steps and create or update Zoho CRM module entries for efficient lead management"

This workflow begins its function when there is a new activity in the Reply app and it results in creating or updating a module entry in your Zoho CRM. By streamlining this process, it helps in keeping your customer information up-to-date and ensures a smoother interaction within your team, particularly in customer relationship management. This workflow is designed to save time and enhance organizational efficiency.

When this happens...
Zapier Step LaunchedTriggers when a Sequence's Zapier step is launched
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Reply and Zoho CRM

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

Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
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New Link Clicked
Triggers when a person clicks your link in email.
Trigger
Instant
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New Email Opened
Triggers when a person opens your email.
Trigger
Instant
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New Email Replied
Triggers when a person replied.
Trigger
Instant
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Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
Trigger
Instant
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- Campaign ID
  Required
- Force Push
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person email
  Required
Action
Write

- Sequence Id
  Required
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
Action
Write
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
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- 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 Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
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New Emails Sent
Triggers when new email sent (first step or follow-up).
Trigger
Instant
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New Person Opt Out
Triggers when a person clicks opt out link.
Trigger
Instant
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Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Trigger
Instant
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Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person Email
  Required
Action
Write
- Email
  Required
- Campaign Id
  Required
Action
Write
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

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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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

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Reply + Zoho CRM

Reply + Zoho CRM

"launch Reply steps and create or update Zoho CRM module entries for efficient lead management"

More things you can do with Reply and Zoho CRM

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