Connect Zoho CRM and Smartlead AI
Integrate Zoho CRM with Smartlead AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List all Campaigns in Smartleadai when New Lead in Zoho CRM
Create Campaign in Smartleadai when New Lead in Zoho CRM
Get Campaign By Id in Smartleadai when New Lead in Zoho CRM
Delete Campaign By Id in Smartlead AI when New Lead in Zoho CRM
List all leads by Campaign ID in Smartleadai when New Lead in Zoho CRM
Popular Zoho CRM + Smartlead AI 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
Smartlead AI
Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
List all Campaigns in Smartleadai when New Lead in Zoho CRM
Use this flowCreate Campaign in Smartleadai when New Lead in Zoho CRM
Use this flowGet Campaign By Id in Smartleadai when New Lead in Zoho CRM
Use this flowDelete Campaign By Id in Smartlead AI when New Lead in Zoho CRM
Use this flowList all leads by Campaign ID in Smartleadai when New Lead in Zoho CRM
Use this flowFetch Lead Categories from Smartlead AI when New Lead in Zoho CRM
Use this flowFetch Lead by email address from Smartlead AI when New Lead in Zoho CRM
Use this flowUpdate lead by ID in Smartleadai when New Lead in Zoho CRM
Use this flowAdd Client in Smartleadai when New Lead in Zoho CRM
Use this flowAdd leads to a campaign by ID in Smartleadai when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Smartlead AI.
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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AI will build it for you
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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Smartlead AI 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 Smartlead AI 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 Smartlead AI. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Smartlead AI, and a separate workflow where Smartlead AI 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 Smartlead AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Smartlead AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
