Connect Flodesk and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Flodesk

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Flodesk and Zoho CRM automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

A new subscriber created

A new subscriber created

Triggers when a new subscriber is created.

A new subscriber added to specific segment

A new subscriber added to specific segment

Trigger when a new subscriber added to a segment.

Subscriber Unsubscribed

Subscriber Unsubscribed

Triggers when a subscriber is unsubscribed.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

Do thisActions

Action is the task that follows automatically within your Flodesk integrations.

Remove the subscriber from segments

Remove the subscriber from segments

Remove subscriber from a specific segments.

Add the subscriber to segments

Add the subscriber to segments

Add an subscriber to the specific segments.

Find a subscriber

Find a subscriber

Find a subscriber by its email address or id.

Unsubscribe Subscriber

Unsubscribe Subscriber

Unsubscribe a subscriber.

Create/Update Subscriber

Create/Update Subscriber

Creates a new subscriber or updates an existing one.

List all subscribers

List all subscribers

Retrieve all the details of subscribers.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Flodesk and Zoho CRM?

To start, connect both your Flodesk and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flodesk triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Flodesk is recorded in Zoho CRM?

Absolutely. You can customize how Flodesk 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.

How often does the data sync between Flodesk and Zoho CRM?

The data sync between Flodesk and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flodesk to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flodesk and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Flodesk 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.

Flodesk

About Flodesk

Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.

Learn More
Zoho CRM

About 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