Trengo + Zoho CRM

Create new Trengo contacts from new Zoho CRM leads

Drive your engagement instantly by creating an effective workflow between Zoho CRM and Trengo. With this setup, each time a new lead appears in Zoho CRM, a contact is automatically added to your Trengo app. This streamlines your process, saving you the hassle of manual data transfers and letting you focus more on fostering relationships with your potential clients. Make your customer relations management effortless and efficient with this automation.

When this happens...
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.
TriggerScheduled
automatically do this!
Create a Contact
Creates a contact.
ActionWrite

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Supported triggers and actions

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
Ticket Label Added
Triggers when a label is added to a conversation.
Trigger
Instant
Try It
New Outbound Message
Triggers when an outbound message is created.
Trigger
Instant
Try It
Phone Call Missed
Triggers when a phone call is missed.
Trigger
Instant
Try It
- Name
- Email
- Phone
Action
Write
- Channel IDRequired
- Contact IdentifierRequired
- Contact Name
- MessageRequired
- Email Subject
Action
Write
- Webhook URLRequired
- Contact typeRequired
- Contact name
Action
Write
- Term
- Name
- Email
- Phone
Action
Search or write

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
New Inbound Message
Triggers when an inbound message is created.
Trigger
Instant
Try It
New Internal Note
Triggers when an internal note is created.
Trigger
Instant
Try It
Phone Call Ended
Triggers when a phone call has ended.
Trigger
Instant
Try It
Phone Call Started
Triggers when a phone call has started.
Trigger
Instant
Try It
- Channel IDRequired
- PhoneRequired
- DirectionRequired
- Contact name
- Note
- Duration
- Recording URL
Action
Write
- WhatsApp Message Template IDRequired
- Recipient Phone numberRequired
- Dynamic Content
Action
Write
- Term
Action
Search

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

Related categories

Customer Support

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

Similar apps

Related Zap Templates

Create new Trengo contacts from new or updated Zoho CRM module entries

Related Zap Templates

Create new Trengo contacts from new or updated Zoho CRM module entries

Trengo + Zoho CRM

Create new Trengo contacts from new Zoho CRM leads

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

Ticket Label Added

New Outbound Message

Phone Call Missed

Create a Contact

Send a Message

Trigger Journey

Find or create contact

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

New Inbound Message

New Internal Note

Phone Call Ended

Phone Call Started

Log a Voice Call

Send a WhatsApp Message Template

Find a Contact

About Trengo

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates