Connect Simplicate to Zoho CRM and automate any workflow
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![Simplicate](https://zapier-images.imgix.net/storage/services/0b32be67b144eb6fd1a1d7fce4d8e8dd.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Zoho CRM](https://zapier-images.imgix.net/storage/services/8b222e5e2d52e0b827a02ba8c3162de1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Zoho CRM](https://zapier-images.imgix.net/storage/services/8b222e5e2d52e0b827a02ba8c3162de1.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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How Zapier works
Zapier makes it easy to integrate Simplicate with Zoho CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Simplicate
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Zoho CRM
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Simplicate to Zoho CRM
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Simplicate and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Simplicate and Zoho CRM to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Quotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project IDRequired
- Amount
- Price
- Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ModuleRequired
- IDRequired
- File name
- Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- IDRequired
- Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- Field nameRequired
- ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- LayoutRequired
- Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Sales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Posted byRequired
- Company IDRequired
- Employee ID
- Person ID
- Sales IDRequired
- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ModuleRequired
- IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- IDRequired
- Related_ModuleRequired
- Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- LayoutRequired
- Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found