Integrating with Zoho
Zoho is a clouds suite of tools for business, including a CRM and Zoho Flow for workflow automation. Using Zoho Flow, you can connect your Zoho CRM data to Customer.io and start messaging your users in minutes.
Configuring Zoho CRM in Zoho Flow
To start, create a new flow from the My Flows page in Zoho Flow
From there you’ll be asked to name and describe your new flow - then you will land on the Zoho Flow Builder. Select ‘App’ as the trigger for your flow.
Select Zoho CRM as your App Trigger. Here you are given several option for what action will trigger this workflow. You can find anfull description of each option inZoho Flow’s documentation here. For this example we’ll use New Lead.
Realtime v. Polling
You’ll then be prompted to connect Zoho Flow to your Zoho CRM account by creating a new connections. To save you time later, allow the connection to to execute all triggers and actions. When you click to authorize, you’ll be brought to a new screen where you’ll allow Zoho Flow to manage and edit data in CRM.
Once you’ve accepted, you can click Done - you’ve connected Zoho CRM to Zoho Flow and set up the trigger for your workflow.