Connect Zoho CRM and Micro
Integrate Zoho CRM with Micro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Micro 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
Micro
Automatically do this!
Create Contact
Update Contact
Create Deal
Update Deal
Find Contact
Find Deals
Find Deal
Find Contacts
Get Team Lists
Create or Update Deal
Create or Update Contact
Create Contact in Micro when New Lead in Zoho CRM
Use this flowUpdate Contact in Micro when New Lead in Zoho CRM
Use this flowCreate Deal in Micro when New Lead in Zoho CRM
Use this flowUpdate Deal in Micro when New Lead in Zoho CRM
Use this flowFind Contact in Micro when New Lead in Zoho CRM
Use this flowFind Deals in Micro when New Lead in Zoho CRM
Use this flowFind Deal in Micro when New Lead in Zoho CRM
Use this flowFind Contacts in Micro when New Lead in Zoho CRM
Use this flowGet Team Lists from Micro when New Lead in Zoho CRM
Use this flowCreate or Update Deal in Micro when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Micro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Update New Lead trigger perform code with required fields param for Zoho CRM v8 pagination.
New Contact
Triggers when a new contact is created in Zoho CRM.
New Account
Adds transferoption code for the New Account polling trigger using Zoho CRM Accounts Get Records pagination.
New Deals
Update New Deals trigger transferoption to use Zoho CRM Get Records page_token pagination.
New Task
Update scheduled trigger transferoption to use Zoho CRM v8 Get Records requirements with fields and page_token pagination.
New or Updated Lead
Update sample data code for New or Updated Lead trigger.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead in Zoho CRM by Lead ID.
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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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 Micro
Micro is an AI-powered agent and everything app that unifies email, messaging, CRM, meetings, tasks, and documents in one workspace. It connects to Gmail, Slack, LinkedIn, calendars, and 1000+ tools so the agent can understand context, automate follow-ups, triage inboxes, enrich contacts, summarize meetings, update records, and even spin up custom mini‑apps and workflows. Available on web and iOS with iMessage and Slack access, plus developer APIs and enterprise-grade security.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Micro 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 Micro 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 Micro. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Micro, and a separate workflow where Micro 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 Micro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Micro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
