Integrate Zoho CRM with Zoho People
Send information between Zoho CRM and Zoho People automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new time log entry in Zoho People when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho People using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically creates a new time log entry in Zoho People. 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 new lead is created in Zoho CRM.
- Zoho Flow creates a new time log entry in Zoho People.
Create a new time log entry in Zoho People when a new lead is created in Zoho CRM
Zoho CRM + Zoho People
Add a new record in the hr cases module in Zoho People when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho People using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically adds a new record in the hr cases module in Zoho People. 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 new lead is created in Zoho CRM.
- Zoho Flow adds a new record in the hr cases module in Zoho People.
Add a new record in the hr cases module in Zoho People when a new lead is created in Zoho CRM
Zoho CRM + Zoho People
Get the office availability of the specified user in Zoho People when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho People using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically gets the office availability of the specified user in Zoho People. 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 new lead is created in Zoho CRM.
- Zoho Flow gets the office availability of the specified user in Zoho People.
Get the office availability of the specified user in Zoho People when a new lead is created in Zoho CRM
Zoho CRM + Zoho People
Build your own integrations between Zoho CRM and Zoho People
Connect Zoho CRM and Zoho People 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 CRM and Zoho People 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
Record canceled
Triggers when a record is canceled
Record approved
Triggers when a record is approved
Record created
Triggers when a new record is created in the selected form
Record created or updated
Triggers when a record is created or updated in the selected form
Record updated
Triggers when an existing record is updated
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
Fetch record
Fetches the details of an existing record by field value
Fetch employee
Fetches the details of an existing employee by email address or employee ID
Add employee feedback
Adds a new feedback for the employee
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Cancel leave
Cancels an existing leave
Create time log entry
Creates a new time log entry
Create attendance entry
Creates a check-in and/or check-out time entry
Create announcement
Creates a new announcement
Add case
Adds a new record in the HR cases module
Add employee
Adds a new employee
Create record
Creates a new record in the selected form
Add check-in and check-out entry
Adds automated check-in and check-out entries to track attendance
Update record
Updates the details of an existing record
Approve record
Approves the pending records
Update project
Updates the details of an existing project
Update time log entry
Updates an existing time log entry
Reject record
Rejects the pending records
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Fetch announcement
Fetches the details of an existing announcement by ID or search term
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch time log entry
Fetches the details of an existing time log entry
Get user availability
Gets the office availability of the specified user
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
What is Zoho People?
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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 >Zoho Flow streamlined our entire lead operation, from collection to distribution. The time and resources it saved us compared to building custom integrations is enormous. Zoho Flow has truly been a game changer for us.
Mauricio Cacciavillani
Director and CEO, OpIndia (online news publishing house)
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.
Toto
Technical Engineer, VNG Cloud
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, Syncify
