Connect Zoho CRM and BoldDesk
Integrate Zoho CRM with BoldDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + BoldDesk 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
BoldDesk
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Brands
List Contacts
List Contact Fields
List Contact Groups
List Agents
List Groups
List Tickets
List Deleted Tickets
List Spam Tickets
List Ticket Fields
List Ticket Updates
List Ticket Metrics
List Ticket Tags
List Ticket Histories
List Public Ticket Messages
List Archived Tickets
List Activities
List Satisfaction Ratings
List Ticket Worklogs
List Canned Response Categories
List Webhooks
Get Contact
List KB Articles
List Approval Requests
Get Activity Details
Get Contact Field
Get KB Category
Get KB Section
List Contact Groups of Contact
List Contact Notes
Get Contact Group
List Contacts in Contact Group
List Contact Group Notes
Get Agent
Get Group
List Group Members
Find Canned Responses
Get Ticket
List Ticket Notes
List Ticket Messages
List Ticket Related Contacts
List Ticket Attachments
List Ticket Shares
List Ticket Watchers
List Ticket Links
Create Ticket in BoldDesk when New Lead in Zoho CRM
Use this flowUpdate Ticket in BoldDesk when New Lead in Zoho CRM
Use this flowCreate Contact in BoldDesk when New Lead in Zoho CRM
Use this flowCreate Contact Group in Bolddesk when New Lead in Zoho CRM
Use this flowCreate Ticket Note in BoldDesk when New Lead in Zoho CRM
Use this flowCreate Ticket Reply in BoldDesk when New Lead in Zoho CRM
Use this flowUpdate Contact in Bolddesk when New Lead in Zoho CRM
Use this flowUpdate Contact Group in Bolddesk when New Lead in Zoho CRM
Use this flowList Brands from BoldDesk when New Lead in Zoho CRM
Use this flowList Contacts from BoldDesk when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and BoldDesk.
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 Zoho CRM integrations.
Update a lead
Update only the Lead ID help text to explain that the ID is available from the List all leads action.
Create a Note
Create a note in the selected module
Create a lead
Updated Zoho CRM Create a lead action with dynamic dropdowns for Layout, Wizard, and Assignment Rule, plus reviewer-suggested custom field date/datetime handling and wizard connection path validation.
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Update note_id field visibility so the Note dropdown appears only after a lead is selected, while preserving existing perform logic and input field behavior.
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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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 BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and BoldDesk 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 BoldDesk 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 BoldDesk. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in BoldDesk, and a separate workflow where BoldDesk 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 BoldDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and BoldDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
