Connect Concord CLM and Zoho CRM
Integrate Concord CLM with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Note in Zoho-crm when When a new contract agreement is created in Concord CLM
Search Lead in Zoho CRM when When a new contract agreement is created in Concord CLM
Update Note in Lead in Zoho-crm when When a new contract agreement is created in Concord CLM
Add Tags to Leads in Zoho CRM when When a new contract agreement is created in Concord CLM
Search Contact in Zoho CRM when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
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 a Note in Zoho-crm when When a new contract agreement is created in Concord CLM
Use this flowSearch Lead in Zoho CRM when When a new contract agreement is created in Concord CLM
Use this flowUpdate Note in Lead in Zoho-crm when When a new contract agreement is created in Concord CLM
Use this flowAdd Tags to Leads in Zoho CRM when When a new contract agreement is created in Concord CLM
Use this flowSearch Contact in Zoho CRM when When a new contract agreement is created in Concord CLM
Use this flowAttach File to Record in Zoho CRM when When a new contract agreement is created in Concord CLM
Use this flowFind Module in Zoho CRM when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Lead in Zoho-crm
Use this flowCreate Executed Document in Concord CLM when New Lead in Zoho-crm
Use this flowList Organizations in Concord CLM when New Lead in Zoho-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Update a lead
Update an existing lead by Email, Mobile and ID.
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 Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
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 Concord CLM 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 Concord CLM 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 Concord CLM triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Concord CLM . 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 Concord CLM and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM 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.
