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Integrate Zoho CRM with Filter by Zapier 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 Zoho CRM with Filter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoho CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho CRM, a trigger could be "New Contact."

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

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.

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

That’s it! You just connected Zoho CRM to Filter by Zapier

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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

Set up your first integration

Quickly connect Zoho CRM to Filter by Zapier with a Zapier template.

Our most popular template

Send D7 Messaging messages for new Zoho CRM leads
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Zoho CRM + Filter by Zapier + D7 Messaging
Send D7 Messaging messages to new Zoho CRM contacts
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Zoho CRM + Filter by Zapier + D7 Messaging
Create new module entries in ZohoCRM from new leads in LoyaltyLoop
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LoyaltyLoop + Filter by Zapier + Zoho CRM
Tag new Zoho CRM leads with invalid emails "undeliverable" via Emailable
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Zoho CRM + Emailable + Filter by Zapier
Create module entries in Zoho CRM by extracting resume data from files in OneDrive using CandidateZip
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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create module entries in Zoho CRM using CandidateZip to extract info from new resume files in Dropbox
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Dropbox + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Send D7 Messaging messages for new Zoho CRM leads

Premium

Zoho CRM + Filter by Zapier + D7 Messaging

Send D7 Messaging messages to new Zoho CRM contacts

Premium

Zoho CRM + Filter by Zapier + D7 Messaging

Create new module entries in ZohoCRM from new leads in LoyaltyLoop

Premium

LoyaltyLoop + Filter by Zapier + Zoho CRM

Tag new Zoho CRM leads with invalid emails "undeliverable" via Emailable

Premium

Zoho CRM + Emailable + Filter by Zapier

Create module entries in Zoho CRM by extracting resume data from files in OneDrive using CandidateZip

Premium

OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create module entries in Zoho CRM using CandidateZip to extract info from new resume files in Dropbox

Premium

Dropbox + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create Zoho CRM modules with details extracted by CandidateZip from new attached resumes in Microsoft Outlook
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Microsoft Outlook + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create Zoho CRM module entries for new Egnyte files in a folder parsed by CandidateZip Resume/Job Parser
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Egnyte + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Make work flow with AI

Level up your Zoho CRM to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Zoho CRM and Filter by Zapier 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Zoho CRM and Filter by Zapier 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.

Choose a Trigger

Start here

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.

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

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
- Only continue if...
  Required
Action
Filter

Learn how to automate Zoho CRM on the Zapier blog

Learn how to automate Filter by Zapier on the Zapier blog

About Zoho CRM

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

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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