Connect Zoho CRM and Slide
Integrate Zoho CRM with Slide to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Template Message via Slide when New Contact in Zoho CRM
Send One-Time Password via Slide when New Contact in Zoho CRM
List SMS Campaigns in Slide when New Contact in Zoho CRM
Send WhatsApp Template Message via Slide when New Deals in Zoho CRM
List SMS Campaigns in Slide when New Deals in Zoho CRM
Popular Zoho CRM + Slide 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
Slide
Automatically do this!
Send One-Time Password
Send WhatsApp Template Message
Send Email From Template
Create Email Contact
List SMS Campaigns
Send WhatsApp Template Message via Slide when New Contact in Zoho CRM
Use this flowSend One-Time Password via Slide when New Contact in Zoho CRM
Use this flowList SMS Campaigns in Slide when New Contact in Zoho CRM
Use this flowSend WhatsApp Template Message via Slide when New Deals in Zoho CRM
Use this flowList SMS Campaigns in Slide when New Deals in Zoho CRM
Use this flowSend One-Time Password via Slide when New Account in Zoho CRM
Use this flowSend One-Time Password via Slide when New Deals in Zoho CRM
Use this flowCreate Email Contact in Slide when New Account in Zoho CRM
Use this flowCreate Email Contact in Slide when New Task in Zoho CRM
Use this flowCreate Email Contact in Slide when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Slide.
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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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 Slide
Slide by Synquic is an omnichannel marketing and messaging automation platform. Automate Instagram DMs (including comment-to-DM and story replies), run WhatsApp Business API broadcasts and flows, build chatbots, send email campaigns and drips, and trigger AI voice calls—all from one dashboard. As a Meta Verified Tech Partner, Slide helps brands capture leads, engage customers, and drive conversions with analytics and ecommerce integrations like Shopify. Trusted by 40+ brands across India.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Slide 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 Slide 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 Slide. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Slide, and a separate workflow where Slide 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 Slide. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Slide integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
