Connect Zoho CRM and Moosend
Integrate Zoho CRM with Moosend to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Unsubscribe Member from Moosend when New or Updated Lead in Zoho CRM
Create Custom Field in Moosend when New or Updated Lead in Zoho CRM
Search Subscriber in Moosend when New Account in Zoho CRM
Create Empty Segment in Moosend when New or Updated Lead in Zoho CRM
Delete Subscriber from Moosend when New Deals in Zoho CRM
Popular Zoho CRM + Moosend 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
Moosend
Automatically do this!
Unsubscribe Member
Create Custom Field
Create Empty Segment
Delete Subscriber
Search Subscriber
Create/Update Subscriber
Unsubscribe Member from Moosend when New or Updated Lead in Zoho CRM
Use this flowCreate Custom Field in Moosend when New or Updated Lead in Zoho CRM
Use this flowSearch Subscriber in Moosend when New Account in Zoho CRM
Use this flowCreate Empty Segment in Moosend when New or Updated Lead in Zoho CRM
Use this flowDelete Subscriber from Moosend when New Deals in Zoho CRM
Use this flowCreate Empty Segment in Moosend when New Account in Zoho CRM
Use this flowSearch Subscriber in Moosend when New Deals in Zoho CRM
Use this flowCreate Empty Segment in Moosend when New Lead in Zoho CRM
Use this flowDelete Subscriber from Moosend when New Account in Zoho CRM
Use this flowCreate Custom Field in Moosend when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Moosend.
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 Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Moosend 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 Moosend 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 Moosend. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Moosend, and a separate workflow where Moosend 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 Moosend. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Moosend integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
