Connect Zoho CRM and Zoho Zeptomail
Integrate Zoho CRM with Zoho Zeptomail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Email via Zoho Zeptomail when New Lead in Zoho-crm
List Templates from Zoho Zeptomail when New Lead in Zoho-crm
Create Email Template in Zoho ZeptoMail when New Lead in Zoho-crm
Suppress Email Addresses or Domains in Zoho Zeptomail when New Lead in Zoho-crm
List Suppressed Recipients in Zoho Zeptomail when New Lead in Zoho-crm
Popular Zoho CRM + Zoho Zeptomail 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
Zoho Zeptomail
Automatically do this!
Send Email
List Templates
Create Email Template
Suppress Email Addresses or Domains
List Suppressed Recipients
Remove Entries From Suppression List
Retrieve Email Logs
Delete Email Template
Update Email Template for Selected Agent
Send Email via Zoho Zeptomail when New Lead in Zoho-crm
Use this flowList Templates from Zoho Zeptomail when New Lead in Zoho-crm
Use this flowCreate Email Template in Zoho ZeptoMail when New Lead in Zoho-crm
Use this flowSuppress Email Addresses or Domains in Zoho Zeptomail when New Lead in Zoho-crm
Use this flowList Suppressed Recipients in Zoho Zeptomail when New Lead in Zoho-crm
Use this flowRemove Entries From Suppression List from the suppression list in Zoho Zeptomail when New Lead in Zoho-crm
Use this flowRetrieve Email Logs from Zoho Zeptomail when New Lead in Zoho-crm
Use this flowDelete Email Template in Zoho Zeptomail when New Lead in Zoho-crm
Use this flowUpdate Email Template for Selected Agent in Zoho ZeptoMail when New Lead in Zoho-crm
Use this flowSend Email via Zoho Zeptomail when New Contact in Zoho-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Zoho Zeptomail.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
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 Zoho Zeptomail
Zoho Zeptomail is a reliable and secure email delivery service designed for transactional emails. It ensures that your critical emails reach the inbox of your recipients promptly and efficiently, making it ideal for businesses that require high deliverability and detailed analytics for their email communications.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho CRM and Zoho Zeptomail 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 Zoho Zeptomail 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 Zoho Zeptomail. No coding required.
Yes. You can set up a workflow where Zoho CRM triggers actions in Zoho Zeptomail, and a separate workflow where Zoho Zeptomail 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 Zoho Zeptomail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM and Zoho Zeptomail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
