Connect Fingertip and Zoho CRM
Integrate Fingertip with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when Booking Cancelled in Fingertip
Create a Note in Zoho-crm when Booking Cancelled in Fingertip
Create a lead in Zoho-crm when Booking Cancelled in Fingertip
Search Lead in Zoho CRM when Booking Cancelled in Fingertip
Add Tags to Leads in Zoho CRM when Booking Cancelled in Fingertip
Popular Fingertip + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Fingertip
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response
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 a lead in Zoho CRM when Booking Cancelled in Fingertip
Use this flowCreate a Note in Zoho-crm when Booking Cancelled in Fingertip
Use this flowCreate a lead in Zoho-crm when Booking Cancelled in Fingertip
Use this flowSearch Lead in Zoho CRM when Booking Cancelled in Fingertip
Use this flowAdd Tags to Leads in Zoho CRM when Booking Cancelled in Fingertip
Use this flowSearch Contact in Zoho CRM when Booking Cancelled in Fingertip
Use this flowAttach File to Record in Zoho CRM when Booking Cancelled in Fingertip
Use this flowFind Module in Zoho CRM when Booking Cancelled in Fingertip
Use this flowCreate Record in Zoho CRM when Booking Cancelled in Fingertip
Use this flowUpdate a lead in Zoho CRM when Booking Created in Fingertip
Use this flowSupported Triggers & Actions
Everything you can automate between Fingertip and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
Booking Created
Triggers when a new booking is created.
Booking Rescheduled
Triggers when a booking is rescheduled.
New Site Contact
Triggers when a new site contact is created.
New Order
Triggers when an order is created.
New Form Response
Triggers when a new form response is created.
Do thisActions
Action is the task that follows automatically within your Fingertip integrations.
Create Site Contact
Create a site contact in Fingertip.
Create Site
Create a new site with ready-to-use pages, themes, and blocks.
Create Page
Creates a new page within a site with the provided content.
Create Site Invitation
Create a new invitation for a user to join your site.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Fingertip
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
Learn more
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 Fingertip 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 Fingertip 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 Fingertip triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Fingertip. 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 Fingertip and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fingertip 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.
