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Connect Rex to Zoho CRM

Use 2 documented Rex triggers to run 10 documented Zoho CRM actions.

2 source triggers
10 target actions
Reverse direction supported
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Why Connect Rex & Zoho CRM?

Start with a Rex event

Choose from 2 documented triggers, including New Contact Created (Instant), New Lead Created (Instant).

Run a Zoho CRM action

Send the event into one of 10 documented actions, such as Convert Lead, Create Object, Download Attachment.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Rex logo

Rex

Triggers (2)

New Contact Created (Instant)

Emit new event for each new contact created in Rex.

webhook
New Lead Created (Instant)

Emit new event for each new lead created in Rex.

webhook

Actions (10)

Create Contact

Creates a new contact in Rex. See the documentation

Create Lead

Creates a new lead in Rex. See the documentation

Create Reminder

Creates a new reminder in Rex. See the documentation

List Contact Options

Retrieves available options for the Contact field.

List Listing Options

Retrieves available options for the Listing field.

List Project Options

Retrieves available options for the Project field.

List Project Stage Options

Retrieves available options for the Project Stage field.

List Property Options

Retrieves available options for the Property field.

List Source Options

Retrieves available options for the Source field.

List User ID Options

Retrieves available options for the User ID field.

Zoho CRM logo

Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook
New Event (Instant)

Emit new custom events from Zoho CRM

webhook
New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook
New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook
New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook
New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook
New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook
New User

Emits an event each time a new user is created in Zoho CRM

polling
Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Integration Features

2 documented Rex triggers
10 documented Zoho CRM actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Zoho CRM to Rex direction

Capability Examples

Rex trigger → Zoho CRM action

Catalog example
RexRex

New Contact Created (Instant)

Zoho CRMZoho CRM

Convert Lead

Zoho CRM trigger → Rex action

Reverse direction
Zoho CRMZoho CRM

New Contact (Instant)

RexRex

Create Contact

How It Works

1

Connect Apps

Authenticate your Rex and Zoho CRM accounts

2

Choose a Trigger

Select a documented Rex event

3

Choose an Action

Select the documented Zoho CRM operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented Rex triggers.

Automated Actions

Run one of 10 documented Zoho CRM actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Zoho CRM to Rex for bidirectional automation

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All Rex Integrations

Explore all available Rex connections

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All Zoho CRM Integrations

Explore all available Zoho CRM connections

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