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Your guide to Zoho automation

How to automate your Zoho apps with Zapier

By Hannah Herman · September 11, 2024
A hero image of the Zoho company logo on a mustard background.

If you're a marketer, salesperson, or accountant, you're probably familiar with Zoho. Their apps include some of the most popular tools for businesses, from Zoho CRM to Zoho Books and their email marketing platform, Zoho Campaigns. And those apps handle crucial information and tasks for your business—from monitoring and nurturing leads to tracking financial information like invoices. 

Outside of being a cohesive suite of tools, your Zoho apps have another secret superpower: They can connect to all the other business-critical apps you use, so you can automate work across them. But automation is more than just a buzzword—it's a valuable way to streamline work across your company. Here's how to automate your Zoho apps.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Table of contents

  • Why you should automate your Zoho apps

  • Automate Zoho CRM

  • Automate Zoho Forms

  • Automate Zoho Campaigns

  • Automate Zoho Mail

  • Automate Zoho Books

  • Automate Zoho Recruit

Why you should automate Zoho

At its core, automation is about getting mundane, repetitive tasks off your plate so you can focus on more meaningful work or tasks that require a human touch. If you're working in a role that has a high volume of repetitive tasks—like sales, marketing, or accounting—you've probably felt the strain of keeping up with those tasks day after day, while still making time for brainstorming and meaningful customer interaction. Automation can help you stay on top of that critical but rote work, without spending all your time moving data between apps. 

Traditionally, automation required knowing how to code, but these days there are lots of no- and low-code solutions available. Zoho does offer their own workflow automation tool called Zoho Creator, but it might not be the best choice if you're looking for a lot of flexibility. And flexibility is where Zapier shines: It connects to thousands of the most popular apps, like Mailchimp, Google Sheets, and Facebook Lead Ads

For example, you can use Zapier to automate your lead management process so leads flow seamlessly from Zoho Forms to Zoho CRM, and are also added to Zoho Mail so you can immediately start nurturing them. 

Only using one Zoho app? Don't worry; you can also automate work between Zoho apps and other tools, depending on the specific apps you use to get work done—like creating a new invoice in Zoho Books whenever there's a new row in a Google Sheet

Wondering how to get started? Here are some of the most popular Zaps for Zoho apps. 

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Automate Zoho CRM

Zoho CRM is a popular customer relationship management app that lets you track, organize, and manage leads and customers across all sorts of touchpoints—from those first marketing interactions to support calls. It also offers comprehensive analytics and reporting, so you can see exactly how your sales and customer engagement strategies perform. 

Like all CRMs, however, Zoho CRM is more powerful when it's connected to the other apps you use every day. For example, you can connect it to popular lead sources like social media ads, landing page forms, or a regular spreadsheet: 

Create contacts on Zoho CRM from new leads from Facebook Lead Ads

Create contacts on Zoho CRM from new leads from Facebook Lead Ads
  • Facebook Lead Ads logo
  • Zoho CRM logo
Facebook Lead Ads + Zoho CRM

Add new Unbounce form submissions to Zoho CRM as leads

Add new Unbounce form submissions to Zoho CRM as leads
  • Unbounce logo
  • Zoho CRM logo
Unbounce + Zoho CRM

Create Zoho CRM module entries for new rows in Google Sheets

Create Zoho CRM module entries for new rows in Google Sheets
  • Google Sheets logo
  • Zoho CRM logo
Google Sheets + Zoho CRM

You can also automate your lead followup with a Zap that automatically creates Zoho CRM modules for new webhooks—so you never miss a follow-up task again. 

Create Zoho CRM module entries from newly-caught webhooks

Create Zoho CRM module entries from newly-caught webhooks
  • Webhooks by Zapier logo
  • Zoho CRM logo
Webhooks by Zapier + Zoho CRM

Discover more ways to automate Zoho CRM.

Automate Zoho Forms

For marketers and salespeople, Zoho Forms can be an invaluable source of leads. The app also has uses outside of just sales and marketing—because it's easy-to-use form builder that lets you customize your form fields, you can also use it to create things like support contact forms. 

Once you collect that info, however, you're faced with the challenge of what to do with it. You could move it into a spreadsheet or database manually, but that takes a lot of time and effort—and it means you might not know about hot leads or critical support issues until it's too late. 

That's where automation comes in: You can use a Zap to automatically move new form submissions into a Google Sheet. 

Add new Zoho Forms submissions to Google Sheets as rows

Add new Zoho Forms submissions to Google Sheets as rows
  • Zoho Forms logo
  • Google Sheets logo
Zoho Forms + Google Sheets

But more importantly than just moving data around, you can also create a Zap to instantly notify you or your team of new form submissions in Slack—so you can take action quickly.

Send Slack messages with new Zoho Forms entries

Send Slack messages with new Zoho Forms entries
  • Zoho Forms logo
  • Slack logo
Zoho Forms + Slack

Prefer email? This Zap will send the same notifications right to your inbox. 

Send emails via Gmail for new Zoho Forms submissions

Send emails via Gmail for new Zoho Forms submissions
  • Zoho Forms logo
  • Gmail logo
Zoho Forms + Gmail

Discover more ways to automate Zoho Forms.

Automate Zoho Campaigns

Email marketing is a crucial aspect of any marketing strategy. With Zoho Campaigns, you can create responsive email designs, customize content, and reliably send your emails to leads and customers. 

But email marketing can also be one of the most labor-intensive ways to reach people.  Not only do you need to create and send tailored emails at a set cadence, but you also need to maintain up-to-date contact information for every person you're trying to reach. When you're working with a high volume of contacts, that can easily monopolize your time. 

Instead of managing your email contacts manually, you can use a Zap to automate the process. For example, Zapier can automatically add or update contacts in Zoho Mail based on a new webhook. 

Catch new webhooks and add or update contacts to Zoho Campaigns

Catch new webhooks and add or update contacts to Zoho Campaigns
  • Webhooks by Zapier logo
  • Zoho Campaigns logo
Webhooks by Zapier + Zoho Campaigns

You can also use a Zap to create or update contacts based on form submissions from a Squarespace landing page or website.

Add/update contacts in Zoho Campaigns for new form submissions in Squarespace

Add/update contacts in Zoho Campaigns for new form submissions in Squarespace
  • Squarespace logo
  • Zoho Campaigns logo
Squarespace + Zoho Campaigns

And if you're using a spreadsheet to collect and organize contacts—for example, from an event where you scan attendee badges—don't worry; there's a Zap for that, too. 

Keep your Spreadsheet in sync with Zoho Campaigns

Keep your Spreadsheet in sync with Zoho Campaigns
  • Google Sheets logo
  • Zoho Campaigns logo
Google Sheets + Zoho Campaigns

You can also keep Zoho Mail in sync with another email marketing tool like Mailchimp, if you're using different platforms throughout your organization. 

Add new Mailchimp subscribers as Zoho Campaigns contacts

Add new Mailchimp subscribers as Zoho Campaigns contacts
  • Mailchimp logo
  • Zoho Campaigns logo
Mailchimp + Zoho Campaigns

Discover more ways to automate Zoho Campaigns.

Automate Zoho Mail

It may seem rather basic, but email is a foundational tool for every business. Zoho Mail is an email hosting tool that offers secure, encrypted, private hosting for your entire team. It also gives you all the settings, configuration tools, and retention capabilities you need to manage your business email as your organization grows. 

Because email is such a core aspect of a functioning business, it's also ripe for automation. For example, you can use a Zap to automatically send an email whenever there's a new row in a Google Sheet—which is a great way to reach out to new leads or welcome new customers instantly. 

Send emails in Zoho Mail for new Google Sheets spreadsheet rows

Send emails in Zoho Mail for new Google Sheets spreadsheet rows
  • Google Sheets logo
  • Zoho Mail logo
Google Sheets + Zoho Mail

Not using a Google Sheet? Not a problem—you can use a similar Zap to send emails for new Typeform submissions. 

Send email messages in Zoho Mail with new entries in Typeform

Send email messages in Zoho Mail with new entries in Typeform
  • Typeform logo
  • Zoho Mail logo
Typeform + Zoho Mail

And if you're using multiple email tools, Zapier can connect them. For example, you can automatically send an email via Gmail whenever you receive a new email in your Zoho Mail inbox.

Send Gmail emails for new Zoho Mail emails

Send Gmail emails for new Zoho Mail emails
  • Zoho Mail logo
  • Gmail logo
Zoho Mail + Gmail

Explore more ways to automate Zoho Mail.

Automate Zoho Books

Good accounting practices are behind every successful business—and good practices start with good tools. Zoho Books is an accounting platform designed for growing organizations. Beyond basic bookkeeping functionality, it offers features like multi-currency support, inventory tracking, and robust financial reporting.

Because reliable accounting is so crucial, it's key to make sure that Zoho Books stays up to date with the most recent sales information. Instead of manually creating them, you can use a Zap to automatically create new invoices in Zoho Books whenever a customer fills out the signup form on your website.

Create sales invoices in Zoho Books for new submissions in Jotform

Create sales invoices in Zoho Books for new submissions in Jotform
  • Jotform logo
  • Zoho Books logo
Jotform + Zoho Books

If you want to do sophisticated data analysis—or just want to make invoices more widely accessible across your company—you can also use a Zap to move invoices from Zoho Books into a Google Sheet.

Create Google Sheet rows for new Zoho Books sales invoices

Create Google Sheet rows for new Zoho Books sales invoices
  • Zoho Books logo
  • Google Sheets logo
Zoho Books + Google Sheets

Finally, you can automate the process of letting customers know about new invoices, upcoming payments, or renewals. Simply use a Zap to add new customers from Zoho Books to a Mailchimp list.

Subscribe new Zoho Books customers to a list on Mailchimp

Subscribe new Zoho Books customers to a list on Mailchimp
  • Zoho Books logo
  • Mailchimp logo
Zoho Books + Mailchimp

Discover more ways to automate Zoho Books.

Automate Zoho Recruit

Tools like Zoho Recruit make it easy to manage candidate information but—unless you're really lucky—you probably spend a good portion of your day in other apps, too. If you collect candidate details from a form or spreadsheet or need to assign follow-up tasks to other teammates, you may find yourself jumping from tool to tool.

Instead, use automation to streamline your candidate pipeline. Here are the most popular ways to automate Zoho Recruit.

Add candidates to Zoho Recruit from new rows on Google Sheets

Add candidates to Zoho Recruit from new rows on Google Sheets
  • Google Sheets logo
  • Zoho Recruit logo
Google Sheets + Zoho Recruit

Add new Zoho Recruit interviews as events on Google Calendar

Add new Zoho Recruit interviews as events on Google Calendar
  • Zoho Recruit logo
  • Google Calendar logo
Zoho Recruit + Google Calendar

Create Trello cards for new records on Zoho Recruit

Create Trello cards for new records on Zoho Recruit
  • Zoho Recruit logo
  • Trello logo
Zoho Recruit + Trello

Add new Zoho Recruit candidates to a Mailchimp list

Add new Zoho Recruit candidates to a Mailchimp list
  • Zoho Recruit logo
  • Mailchimp logo
Zoho Recruit + Mailchimp

Create Zoho Recruit candidates from new Gravity Forms submissions

Create Zoho Recruit candidates from new Gravity Forms submissions
  • Gravity Forms logo
  • Zoho Recruit logo
Gravity Forms + Zoho Recruit

Discover more ways to automate Zoho Recruit.

Tap into your Zoho app's full potential

Whether you're using Zoho CRM, Zoho Books, or another Zoho offering, you've chosen a powerful tool with the potential to streamline your work. Make the most of your investment by connecting your Zoho apps to the other tools you use—so you can do more with less. 

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'