Connect Zoho CRM and Missive
Integrate Zoho CRM with Missive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Missive 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
Missive
Automatically do this!
Create Contact
Update Contact
Create Task
Find or Create Contact
Create Draft
Create Post
Update Task
Find Contact
List Contact Books
List Conversation
List Responses
List Shared Labels
List Teams
List Users
List Teams in Missive when New Deals in Zoho CRM
Use this flowFind or Create Contact in Missive when New Task in Zoho CRM
Use this flowUpdate Task in Missive when New Task in Zoho CRM
Use this flowFind or Create Contact in Missive when New Account in Zoho CRM
Use this flowCreate Task in Missive when New Deals in Zoho CRM
Use this flowList Teams in Missive when New Task in Zoho CRM
Use this flowFind or Create Contact in Missive when New Deals in Zoho CRM
Use this flowList Contact Books from Missive when New Task in Zoho CRM
Use this flowCreate Contact in Missive when New Contact in Zoho CRM
Use this flowList Conversation from Missive when New Contact in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Missive.
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 Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Missive 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 Missive 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 Missive. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Missive, and a separate workflow where Missive 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 Missive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Missive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
