respond.io + Zoho CRM

Convert new respond.io conversations into leads in Zoho CRM

Streamline your sales process with this workflow. When a new conversation is started in respond.io, it prompts the creation of a lead in Zoho CRM. This process eliminates the need for manual data entry, allowing your team to focus on nurturing leads and driving sales. Make your customer engagement effective and efficient with this automation.

When this happens...
Conversation Opened
Triggers when a conversation is opened.
TriggerInstant
automatically do this!
Convert Lead
Convert an existing lead to contact and account
ActionWrite

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Supported triggers and actions

Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Trigger
Instant
Try It
- Contact Field Type
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
New Comment
Triggers when a new comment is posted to a conversation.
Trigger
Instant
Try It
- Message Type
Trigger
Instant
Try It

- Identifier TypeRequired
- CommentRequired
Action
Write
- Identifier TypeRequired
- TagsRequired
Action
Write

- NameRequired
- Description
- Slug
- TypeRequired
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
Action
Write
- Identifier TypeRequired
- Assignment TypeRequired
Action
Write
- Identifier TypeRequired
- Lifecycle Stage NameRequired
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier TypeRequired
Action
Search
- Identifier TypeRequired
- Message IdRequired
Action
Search
- Search
Action
Search
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

Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Trigger
Instant
Try It
New Contact
Triggers when new Contact is created.
Trigger
Instant
Try It
- Message Type
- Source of the Event
Trigger
Instant
Try It
- NameRequired
- Description
- Color Code
- Emoji
Action
Write
- Identifier TypeRequired
- Contact's First NameRequired
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- NameRequired
Action
Write
- Identifier TypeRequired
- Channel TypeRequired
- Message TypeRequired
Action
Write
- Identifier TypeRequired
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier TypeRequired
- Conversation StatusRequired
Action
Write
- Current NameRequired
- Name
- Description
- Color Code
- Emoji
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier TypeRequired
Action
Search
- Custom Field IDRequired
Action
Search
- User IDRequired
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

About respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.

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.

respond.io + Zoho CRM

Convert new respond.io conversations into leads in Zoho CRM

Contact Assignee Updated

Contact Updated

Conversation Opened

New Comment

New Incoming Message

Add Comment

Add Tags

Create Custom Field

Delete Contact

Remove Tags

Remove Contact Lifecycle

Assign or Unassign Conversation

Update Contact Lifecycle

Get All Channels

Get All Custom Fields

Find Contact

Find Message

Get Many 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

Contact Tag Updated

Conversation Closed

Contact Lifecycle Updated

New Contact

New Outgoing Message

Add Space Tag

Create Contact

Create or Update Contact

Delete Space Tag

Send Message

Update Contact

Open or Close Conversation

Update Space Tag

Get All Closing Notes

Get All Users

Find Contact Channels

Find Custom Field

Find User

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

About respond.io

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

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