Integrate Zoho CRM with Okta
Send information between Zoho CRM and Okta automatically, without writing any code, using Zoho Flow.
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Create a new contact, or updates it if the email already exists in Zoho CRM when a user events occurs in Okta
Integrate Okta with Zoho CRM using Zoho Flow. Whenever a user events occurs in Okta, 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 user events occurs in Okta.
- 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 user events occurs in Okta
Okta + Zoho CRM
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Supported triggers and actions
Integrate Zoho CRM and Okta using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Device identity events
Triggers when a device identity event occurs
User events
Triggers when a user events occurs
All Actions - Actions are the automated tasks
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
Reactive user
Reactives the specified user
Add user to a group
Adds the specified user to the group
Create user without credentials
Creates a new user without credentials
Unsuspend user
Unsuspends a suspended user
Unlock user
Unlocks the locked out user
Create user with password
Creates a new user with password
Suspend user
Suspends the specified user
Assign a role to a user
Assigns a new role to a user
Activate user
Activates an inactive user
Deactivate user
Deactivates an user from your Okta people
Fetch group
Fetches the details of an existing group by group ID or name
Fetch people
Fetches the details of an existing user by user ID, login ID, name, or email address
Delete user
Deletes the specified user
Remove user from group
Removes the specified user from the selected group
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.
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What is Okta?
Okta is an identity and access management platform that enables secure access, authentication, automation, and more.
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