Connect Synthflow AI and Zoho CRM to unlock the power of automation

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Choose a Trigger

Choose an Action

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Select a trigger from Synthflow AI

A trigger is an event that starts your Zap and runs the workflow. For example, with Synthflow AI, a trigger could be "Phone Call Completed."

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 Synthflow AI to Zoho CRM

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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Synthflow AI + Zoho CRM integrations

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

What is Synthflow AI and how does it integrate with Zoho CRM?

Synthflow AI is an advanced artificial intelligence platform designed to automate and streamline business processes. When integrated with Zoho CRM, it allows for seamless synchronized data management, automated triggers, and efficient customer interaction management.

How do I set up an integration between Synthflow AI and Zoho CRM?

To set up the integration, you need to authenticate your Zoho CRM account within Synthflow AI's platform. We provide a step-by-step guide in our documentation to walk you through connecting the two services securely.

Can triggers in Synthflow AI be customized when using with Zoho CRM?

Yes, you can customize various triggers such as new lead creation, lead updates, or specific field changes in your Zoho CRM. Our platform allows you to define these triggers according to your business needs.

What actions can be automated within Zoho CRM using Synthflow AI?

With our integration, actions such as sending welcome emails to new leads, updating contact information, or alerting sales teams about changes can be automated, improving operational efficiency.

Is there support for handling bulk data operations between Synthflow AI and Zoho CRM?

We support batch processing that enables handling of bulk data operations efficiently. This includes importing large datasets into Zoho CRM or exporting reports from it using our platform’s capabilities.

How secure is the integration between Synthflow AI and Zoho CRM?

Security is a top priority for us. The integration uses OAuth 2.0 for secure authentication. All data transferred between Synthflow AI and Zoho CRM is encrypted to ensure maximum security.

Can I get notifications on changes in my Zoho CRM through Synthflow AI?

Yes, with our notification systems enabled in Synthflow AI, you can receive alerts on specified changes within your Zoho CRM account such as status updates or comments added to leads.

Connect Synthflow AI and Zoho CRM to integrate crucial parts of your business

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Automate your lead management and improve conversions

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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.

- Model ID
  Required
Trigger
Instant
Try It
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Meeting confirmation
  Required
- Booking title
  Required
Action
Write
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Identifier
  Required
- Description
- Choices
Action
Write
- Phone
  Required
- Instructions
  Required
- Timeout
  Required
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write

- Action ID
  Required
Action
Write
- Model ID
  Required
- Actions IDs
Action
Write

List Actions
Get all the actions available
Action
Write
- Model ID
  Required
- Phone
  Required
- Name
  Required
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
  Required
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action ID
  Required
- Starting meeting date
  Required
- Max slots
- Number of days
- Hours of difference
- Timezone
  Required
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action ID
  Required
- Identifier
  Required
- Description
- Examples
Action
Write
- Action ID
  Required
- Content
  Required
- Instructions
  Required
Action
Write
- Action ID
  Required
- Identifier
  Required
- Description
Action
Write
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
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
- 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

- Model ID
  Required
- Actions IDs
Action
Write
- Type
  Required
- Name
  Required
- Prompt
  Required
- Large Language Model
  Required
- Language
  Required
- Greeting Message
  Required
- Voice ID
  Required
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- Identifier
  Required
- Description
- Examples
Action
Write
- Content
  Required
- Instructions
  Required
Action
Write
- Identifier
  Required
- Description
Action
Write
- Model ID
  Required
Action
Write
- Action ID
  Required
Action
Write
- Model ID
  Required
- Query
  Required
- User ID
  Required
Action
Write
- Model ID
  Required
Action
Write
- Model ID
  Required
- Name
  Required
- Prompt
  Required
- Large Language Model
  Required
- Language
  Required
- Greeting Message
  Required
- Voice ID
  Required
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action ID
  Required
- Starting meeting date
  Required
- Max slots
- Number of days
- Hours of difference
- Timezone
  Required
- Meeting confirmation
  Required
- Booking title
  Required
Action
Write
- Action ID
  Required
- Identifier
  Required
- Description
- Choices
Action
Write
- Action ID
  Required
- Phone
  Required
- Instructions
  Required
- Timeout
  Required
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call ID
  Required
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
- 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