Connect Zoho CRM and Podio
Integrate Zoho CRM with Podio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Podio 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
Podio
Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
Add Comment to Item
Update Task
Mark Task as Complete
Update Status
Update Status in Podio when New Deals in Zoho CRM
Use this flowUpdate a lead in Zoho CRM when New Item Created in Podio
Use this flowCreate a Note in Zoho-crm when New Item Created in Podio
Use this flowCreate a lead in Zoho CRM when New Item Created in Podio
Use this flowSearch Lead in Zoho CRM when New Item Created in Podio
Use this flowUpdate Note in Lead in Zoho CRM when New Item Created in Podio
Use this flowAdd Tags to Leads in Zoho CRM when New Item Created in Podio
Use this flowSearch Contact in Zoho CRM when New Item Created in Podio
Use this flowAttach File to Record in Zoho CRM when New Item Created in Podio
Use this flowFind Module in Zoho CRM when New Item Created in Podio
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Podio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Update the sample code to Zoho CRM v8 with required fields and safe response access; preserve other blocks and configuration.
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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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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Podio 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 Podio 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 Podio. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Podio, and a separate workflow where Podio 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 Podio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Podio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
