Integrate Zoho People with Zoho CRM

Send information between Zoho People and Zoho CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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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
  1. The flow triggers when a new lead is created in Zoho CRM.
  2. Zoho Flow creates a new time log entry in Zoho People.
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Create a new time log entry in Zoho People when a new lead is created in Zoho CRM

Zoho CRM + Zoho People

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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
  1. The flow triggers when a new lead is created in Zoho CRM.
  2. Zoho Flow adds a new record in the hr cases module in Zoho People.
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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

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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
  1. The flow triggers when a new lead is created in Zoho CRM.
  2. Zoho Flow gets the office availability of the specified user in Zoho People.
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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 People and Zoho CRM

Connect Zoho People 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 People and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

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

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 People?

Zoho People is online human resource software that can be customized according to your business needs. You can review employee performance, track time and attendance, and automate workflows for alerts and reminders.

HR Popular Zoho

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.

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 is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input.

Louis Castellano

CEO and Owner, Package Mate

Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

Ferdinando Ploschberger

Business Controller & Process Transformation Manager, QPayPro

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