Connect HelpSpot to Zoho CRM and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Request
Triggers when a new request is created.
Try It - Category
- Status
- Open/Closed
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Search String
Try It- xRequestRequired
- Subject
- Note BodyRequired
- Category
- Note Type
- HTML Note
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Status
- Open/Closed
- 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.
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- Update
Triggers when a request is updated.
Try It - Subject
- Note BodyRequired
- Category
- Note Type
- HTML Note
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Open/Closed
- Status
- 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.
Try It - ModuleRequired
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