Attio + Zoho CRM

Create or update Attio companies from new Zoho CRM contacts

Effortlessly maintain an organized database with this workflow between Zoho CRM and Attio. Whenever a new contact is added in Zoho CRM, the automation will find or create a corresponding company in Attio, ensuring your CRM and Attio accounts stay up to date. Save time and maintain accurate, consistent information across both platforms.

When this happens...
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.
TriggerScheduled
automatically do this!
Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
ActionWrite

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Supported triggers and actions

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
Scheduled
Try It
- ModuleRequired
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- ListRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
- ListRequired
Action
Write
- ListRequired
Action
Write
- ObjectRequired
Action
Write
- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search

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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- ObjectRequired
Action
Write
- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

Similar apps

Related Zap Templates

Find or create Attio companies from new or updated module entries in Zoho CRM

Related Zap Templates

Find or create Attio companies from new or updated module entries in Zoho CRM

Attio + Zoho CRM

Create or update Attio companies from new Zoho CRM contacts

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

List Entry Deleted

Record Created

Record Updated

Create or Update List Entry by Parent Record

Create List Entry

Create Record

Create Task

Update List Entry

Update Task

Find Record

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

List Entry Created

List Entry Updated

Record Deleted

Task Created

Create or Update Record

Create Note

Create Storage Location

Delete List Entry

Update Record

Find List Entry

About Attio

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates