Connect Zoho CRM and ActiveTrail
Integrate Zoho CRM with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when Contact Updated in ActiveTrail
Create a Note in Zoho-crm when Contact Updated in ActiveTrail
Create a lead in Zoho-crm when Contact Updated in ActiveTrail
Search Lead in Zoho CRM when Contact Updated in ActiveTrail
Update Note in Lead in Zoho-crm when Contact Updated in ActiveTrail
Popular Zoho CRM + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Update a lead in Zoho CRM when Contact Updated in ActiveTrail
Use this flowCreate a Note in Zoho-crm when Contact Updated in ActiveTrail
Use this flowCreate a lead in Zoho-crm when Contact Updated in ActiveTrail
Use this flowSearch Lead in Zoho CRM when Contact Updated in ActiveTrail
Use this flowUpdate Note in Lead in Zoho-crm when Contact Updated in ActiveTrail
Use this flowAdd Tags to Leads in Zoho CRM when Contact Updated in ActiveTrail
Use this flowSearch Contact in Zoho CRM when Contact Updated in ActiveTrail
Use this flowAttach File to Record in Zoho CRM when Contact Updated in ActiveTrail
Use this flowFind Module in Zoho CRM when Contact Updated in ActiveTrail
Use this flowCreate Record in Zoho CRM when Contact Updated in ActiveTrail
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and ActiveTrail.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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 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
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and ActiveTrail 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 Zoho CRM and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in Zoho CRM. 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 Zoho CRM and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
