Integrate Zoho Assist with Zoho CRM
Send information between Zoho Assist and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when a remote support session is ended in Zoho Assist
Integrate Zoho Assist with Zoho CRM using Zoho Flow. Whenever a remote support session is ended in Zoho Assist, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a remote support session is ended in Zoho Assist.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a remote support session is ended in Zoho Assist
Zoho Assist + Zoho CRM
Create a new contact, or updates it if the email already exists in Zoho CRM when a remote support session is started in Zoho Assist
Integrate Zoho Assist with Zoho CRM using Zoho Flow. Whenever a remote support session is started in Zoho Assist, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a remote support session is started in Zoho Assist.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a remote support session is started in Zoho Assist
Zoho Assist + Zoho CRM
Build your own integrations between Zoho Assist and Zoho CRM
Connect Zoho Assist and Zoho CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Assist and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Screen share session end
Triggers when a screen share session is ended
Device deleted
Triggers when a device is deleted
Device online
Triggers when a device is online
Device added
Triggers when a new device is added
Inbound request transferred
Triggers when a inbound request is transferred
Inbound request declined
Triggers when a inbound request is declined
Inbound request dropped
Triggers when a inbound request is dropped
Remote support session end
Triggers when a remote support session is ended
Inbound request delegated
Triggers when a inbound request is delegated
Unattended access session started
Triggers when a unattended access session is started
Inbound request picked
Triggers when a inbound request is picked
Remote support session customer joined
Triggers when a remote support session customer is joined
Unattended access session ended
Triggers when a unattended access session is ended
Inbound request expired
Triggers when a inbound request is expired
Remote support session started
Triggers when a remote support session is started
Inbound request created
Triggers when a new inbound request created
Screen share session started
Triggers when a screen share session is started
Device offline
Triggers when a device is offline
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks
Schedule session
Schedules a screen sharing session
Create unattended group
Creates a new unattended group
Create unattended session
Creates a new unattended session
Create session
Creates a new screen sharing session
Update unattended group
Updates the details of an existing unattended group
Update unattended computer
Updates the details of an existing unattended computer
Fetch unattended group
Fetches the details of an existing unattended group
Fetch unattended computer
Fetches the details of an existing unattended computer
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Zoho Assist?
Zoho Assist is remote support and access software. You can share screens, work with multiple monitors, and offer support with the live chat feature.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We used to discover new signups only once a week. With Zoho Flow, we are notified instantly and can reach out to clients much faster, enabling us offering them bespoke solutions.
Graham Todd
Director of Operations and Sales, Zecomy
Zoho Flow is a versatile and user-friendly platform that enables seamless integrations at a cost-effective price. Using Zoho Flow, we save at least $35,000 and over 3,500 hours in a year.
Pablo Silva
System Administrator, CASIOPE
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Avid Brio
