Integrate Portal.io with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Portal.io with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Portal.io

A trigger is an event that starts your Zap and runs the workflow. For example, with Portal.io, a trigger could be "Contact Modification."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Portal.io to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Portal.io to Zoho CRM with a Zapier template.

Our most popular template

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM
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Portal.io + Zoho CRM

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

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Portal.io + Zoho CRM

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Frequently Asked Questions about Portal.io + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Portal.io and Zoho CRM

How can I integrate Portal.io with Zoho CRM using Zapier?

You can integrate Portal.io with Zoho CRM using Zapier by creating 'Zaps' that connect the two platforms. By setting up triggers and actions, you can automate processes efficiently. For instance, when a new submission is made on Portal.io, a new contact or lead can be automatically created in Zoho CRM.

What are some example triggers and actions for the Portal.io and Zoho CRM integration?

Some example triggers include a new form submission or user registration on Portal.io. Corresponding actions in Zoho CRM could include creating or updating contacts, adding notes to leads, or generating tasks based on incoming data from Portal.io.

Is coding knowledge required to set up the integration between Portal.io and Zoho CRM?

No coding knowledge is needed to set up the integration between Portal.io and Zoho CRM via Zapier. The platform provides an intuitive interface where you select triggers from Portal.io and define actions for Zoho CRM without writing any code.

Can existing records in Zoho CRM be updated based on new data from Portal.io submissions?

Yes, existing records in Zoho CRM can be updated when there are new submissions from Portal.io. You would configure your Zap to identify matching records in Zoho and apply updates based on the fields defined in your action step.

How do I ensure secure data transfer between Portal.io and Zoho CRM during integration?

Data transferred between Portal.io and Zoho CRM through our Zaps is secured using encryption protocols. Our processes align with industry standards to protect your information at every step of the integration.

Are there any limitations I should be aware of when integrating these two systems?

When integrating Portal.io with Zoho CRM, consider the API call limits imposed by both platforms. Depending on your usage tier with each service, you may encounter restrictions on the number of operations that can be performed daily.

Is it possible to trigger automated emails through this integration?

Yes, automated emails can be triggered as part of an action in your Zap configuration. For example, upon a new entry in Portal.io, a predefined email campaign could start using data populated into Zoho CRM's mailing lists.

Connect Portal.io and Zoho CRM to integrate crucial parts of your business

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Connect Portal.io and Zoho CRM to unlock the power of automation

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Choose a Trigger

Start here

Choose an Action

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.

Contact Modification
Triggers when a contact updated.
Trigger
Instant
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Update Payment Status
Triggers when a payment status change.
Trigger
Instant
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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
- Module
  Required
Trigger
Instant
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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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Update Order Status
Triggers when an order status change.
Trigger
Instant
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- Proposal Status
Trigger
Instant
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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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Learn how to automate Portal.io on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.

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