Connect ClearFeed and Zoho CRM
Integrate ClearFeed with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ClearFeed + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearFeed
When this happens...
- Request a new Trigger for ClearFeed
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update Custom Field in Clearfeed when New Lead in Zoho CRM
Use this flowDelete Custom Field in ClearFeed when New Lead in Zoho CRM
Use this flowAdd Message to Request in ClearFeed when New Lead in Zoho CRM
Use this flowList Custom Fields from ClearFeed when New Lead in Zoho CRM
Use this flowCreate Request in ClearFeed when New Lead in Zoho CRM
Use this flowGet Request from ClearFeed when New Lead in Zoho CRM
Use this flowList Requests in Clearfeed when New Lead in Zoho CRM
Use this flowList Collections in ClearFeed when New Lead in Zoho CRM
Use this flowFind Request by Slack Message in ClearFeed when New Lead in Zoho CRM
Use this flowAdd Channels to Collection in ClearFeed when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearFeed and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Apply the approved sample-code-only update. Preserve the existing action description, all other code blocks, input fields, scopes, metadata, and component mappings.
New Contact
Update approved perform, sample, and transfer blocks to Zoho CRM v8 with required fields and safe response reads; preserve inputs, scopes, metadata, fallback sample, and existing error mappings.
New Account
Update perform and sample endpoints to Zoho CRM v8, adding required sample fields and safe response access.
New Deals
Apply confirmed v8 polling, latest sample, and safe historical transfer updates to the existing New Deals trigger.
New Task
Update perform and sample code to Zoho CRM v8 with required fields and creation-time sorting.
New or Updated Lead
Update perform, sample, and transfer code to use the Zoho CRM v8 Leads endpoint and required fields.
Do thisActions
Action is the task that follows automatically within your ClearFeed integrations.
Update Custom Field
Update the name or configuration (select/multi-select options or text length) of an existing ClearFeed custom field by ID.
Delete Custom Field
Delete a selected ClearFeed custom field.
Add Message to Request
Posts a reply or private note, optionally with attachments, to a request.
List Custom Fields
List custom fields for requests or customers; filter by entity type and choose response fields.
Create Request
Creates a support request with a description and optional details or attachments.
Get Request
Retrieve a ClearFeed request by Request ID or Slack message; optionally include related fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About ClearFeed
ClearFeed is a customer support platform that helps teams manage and respond to customer requests from Slack, including shared inboxes, ticket routing, and support workflows.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearFeed and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearFeed and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where ClearFeed triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in ClearFeed. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearFeed and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearFeed and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
