DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934

Zoho CRM Integrations

DigitalBPM lets you connect Zoho CRM with other popular apps, so you can automate your work and have more time for what matters most—no code required.
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934

About Zoho CRM

Zoho CRM is a powerful customer relationship management platform designed to help businesses streamline sales, automate workflows, and increase revenue. With intuitive lead and contact management, customizable pipelines, and real-time analytics, Zoho CRM empowers teams to close deals faster and build stronger customer relationships. The platform integrates with email, social media, marketing tools, and popular business apps, making it a flexible choice for growing businesses of all sizes.

Connect Zoho CRM with any other app

DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934

Zoho CRM integration webhooks and actions

DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Fiscal Year Settings
To retrieve the details of fiscal year settings of your organization.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get List of Modules
To retrieve the list of all the modules available in your CRM account.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Users
To retrieve the users.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete User
To delete a user from your organization. (You can delete only one user per request.)
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Create Tags
To create tags and color-code them.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Tags
To display all the tags in an organization.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Update Tags
To update tags and their color codes.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete Tags
To delete a tag from a module.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Add Tags to Records
To add tags to records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Remove Tags from Records
To delete the tags associated with records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Remove Specific Tags from Records
To delete the specific tags associated with records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Records
To retrieve the records that match your search criteria.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Specific Record
To get specific record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Insert Records
Insert a new record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete Records
To delete entities or records from a module.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Convert Lead
To convert a lead into a contact or an account.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Related Records
To get the related list records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Related Records of a Deleted Record
To get the related list records of a deleted record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Notes
To get the list of notes.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Specific Note
To get a specific note.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Notes From Specific Record
To get notes from a specific record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete Notes
To delete notes.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Fiscal Year Settings
To retrieve the details of fiscal year settings of your organization.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get List of Modules
To retrieve the list of all the modules available in your CRM account.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Users
To retrieve the users.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete User
To delete a user from your organization. (You can delete only one user per request.)
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Create Tags
To create tags and color-code them.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Tags
To display all the tags in an organization.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Update Tags
To update tags and their color codes.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete Tags
To delete a tag from a module.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Add Tags to Records
To add tags to records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Remove Tags from Records
To delete the tags associated with records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Remove Specific Tags from Records
To delete the specific tags associated with records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Records
To retrieve the records that match your search criteria.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Specific Record
To get specific record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Insert Records
Insert a new record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete Records
To delete entities or records from a module.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Convert Lead
To convert a lead into a contact or an account.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Related Records
To get the related list records.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Related Records of a Deleted Record
To get the related list records of a deleted record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Notes
To get the list of notes.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Specific Note
To get a specific note.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Get Notes From Specific Record
To get notes from a specific record.
Action
DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1934 Delete Notes
To delete notes.
Action
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DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1822
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DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1857
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DigitalBPM No-Code Automation for your SaaS Integrations Zoho CRM 1781

FAQ

Can I customize Zoho CRM to fit my specific business niche?

Zoho CRM is highly flexible, offering deep customization options for custom modules, fields, and layouts. Whether you are in real estate, healthcare, or SaaS, you can tailor the interface to match your specific terminology and processes. Additionally, its AI-powered assistant, Zia, can be trained to provide industry-specific predictions, making it a truly bespoke solution for any organization.

How can Zoho CRM improve sales performance with DigitalBPM?

Zoho CRM improves sales performance by centralizing customer data, automating repetitive tasks, and tracking pipeline activity. When combined with DigitalBPM, businesses can automate cross-app workflows, trigger real-time actions, and gain deeper process visibility, helping sales teams prioritize opportunities and close deals faster.

How does integrating Zoho CRM with DigitalBPM improve workflow automation?

Connecting Zoho CRM with DigitalBPM lets you automate repeatable sales and customer processes across apps without code. For example, new leads or status changes in Zoho CRM can trigger actions in other tools automatically, reducing manual tasks, speeding up conversions, and improving data accuracy across your stack.

Can I trigger actions in Zoho CRM from other apps?

Yes — DigitalBPM lets events from other apps trigger actions in Zoho CRM. For example, a form submission, calendar event, or payment confirmation can automatically create or update records in Zoho CRM. This keeps your customer lifecycle accurate and responsive in real time.

Is Zoho CRM suitable for remote teams?

Zoho CRM is fully cloud-based, making it ideal for remote and distributed teams. Users can access customer data, update deals, and collaborate in real time from anywhere, ensuring consistent communication, transparency, and productivity across locations.

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