Connect InvGate Service Management and Zoho CRM
Integrate InvGate Service Management with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Lead in Zoho CRM
Get Categories from InvGate Service Management when New Lead in Zoho CRM
Get Users from InvGate Service Management when New Lead in Zoho CRM
Get Incident Details from InvGate Service Management when New Lead in Zoho CRM
Create User in InvGate Service Management when New Lead in Zoho CRM
Popular InvGate Service Management + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
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
Create Incident in InvGate Service Management when New Lead in Zoho CRM
Use this flowGet Categories from InvGate Service Management when New Lead in Zoho CRM
Use this flowGet Users from InvGate Service Management when New Lead in Zoho CRM
Use this flowGet Incident Details from InvGate Service Management when New Lead in Zoho CRM
Use this flowCreate User in InvGate Service Management when New Lead in Zoho CRM
Use this flowCreate Incident in InvGate Service Management when New Contact in Zoho CRM
Use this flowGet Categories from InvGate Service Management when New Contact in Zoho CRM
Use this flowGet Users from InvGate Service Management when New Contact in Zoho CRM
Use this flowGet Incident Details from InvGate Service Management when New Contact in Zoho CRM
Use this flowCreate User in InvGate Service Management when New Contact in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management 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 InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Update a lead
Update only the Lead ID help text to explain that the ID is available from the List all leads action.
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in InvGate Service Management. 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 InvGate Service Management and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management 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.
