DreamApply + Zoho CRM

Add new Zoho CRM contacts as DreamApply applicants

This integration automatically creates applicant profiles in DreamApply when new contacts are added to Zoho CRM. It extracts contact information (name, email, phone number, description) from Zoho CRM and populates corresponding fields in DreamApply.

When this happens...
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.
TriggerScheduled
automatically do this!
Create a New Applicant
Creates a new applicant and sends a welcome letter
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
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- 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
Applicant Requested to Be Forgotten
Triggers when an applicant presses the button to request their data to be removed from the system, according to the GDPR right to be forgotten.
Trigger
Scheduled
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Application Was Re-Submitted
Triggers when an application is re-submitted (after being submitted and reopened before). This may trigger multiple times as applications can be reopened and re-submitted by applicants at will. Note that there is a separate trigger for catching just the first-time submitted applications.
Trigger
Scheduled
Try It
- Flag
Trigger
Scheduled
Try It
Invoice Was Issued
Triggers when a new invoice is issued. This can happen automatically using the rules engine or the API, but often invoices are also issued manually by the admissions administrator.
Trigger
Scheduled
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- Email addressRequired
- Full name
- Given name
- Family name
- Citizenship
- Phone
- Reference
- Tracker
- Notes
Action
Write

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
Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
Trigger
Scheduled
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- Flag
Trigger
Scheduled
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Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Trigger
Scheduled
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Invoice Was Collected
Triggers when an invoice was marked as fully paid. This can happen when the applicant makes a payment using a payment gateway (PayPal, Flywire, Mollie, Authorize.net, Simplepay or others) or when the admissions administrator or accountant manually marks the invoice as paid.
Trigger
Scheduled
Try It
- Offer type
Trigger
Scheduled
Try It

About DreamApply

DreamApply is a next generation digital admissions and marketing solution used by hundreds of universities and other education institutions worldwide.

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.

DreamApply + Zoho CRM

Add new Zoho CRM contacts as DreamApply applicants

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

Applicant Requested to Be Forgotten

Application Was Re-Submitted

Application Was Un-Flagged

Invoice Was Issued

Create a New Applicant

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

Applicant Registered

Application Was Flagged

Application Was Submitted

Invoice Was Collected

Offer Was Confirmed

About DreamApply

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces