Connect Flutterwave and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use Flutterwave and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transfer
Triggers when a new transfer is added.
New Subscription
Triggers when a new subscription is created in Flutterwave.
Subscription Cancelled
Triggers when a subscription is cancelled in Flutterwave.
New Transactions
Triggers when a new transaction is added.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Flutterwave integrations.
Create Transfer
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create Recurring Payment Plan
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Find Transfer
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find Transaction
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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Frequently Asked Questions
To start, connect both your Flutterwave and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Flutterwave data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Flutterwave and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Flutterwave and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Flutterwave
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Learn More
