Connect Zoho CRM to Circle

Use 9 documented Zoho CRM triggers to run 4 documented Circle actions.

9 source triggers

4 target actions

Reverse direction supported

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Why Connect Zoho CRM & Circle?

Start with a Zoho CRM event

Choose from 9 documented triggers, including New Contact (Instant), New Event (Instant), New Lead (Instant).

Run a Circle action

Send the event into one of 4 documented actions, such as Create Comment, Create Post, List Community ID Options.

Map and review the workflow

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

Available Triggers & Actions

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

Circle

Triggers (2)

New Comment Posted

Emit new event each time a new comment is posted in the selected community space.

polling

New Post Published

Emit new event each time a new post gets published in the community.

polling

Actions (4)

Create Comment

Creates a comment on a post in Circle. See the documentation

Create Post

Create a new post in a selected space within your Circle community. See the documentation

List Community ID Options

Retrieves available options for the Community ID field.

List User Email Options

Retrieves available options for the User Email field.

Integration Features

9 documented Zoho CRM triggers

4 documented Circle actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Circle to Zoho CRM direction

Capability Examples

Zoho CRM trigger → Circle action

Catalog example

Zoho CRM

New Contact (Instant)

Circle

Create Comment

Circle trigger → Zoho CRM action

Reverse direction

Circle

New Comment Posted

Zoho CRM

Convert Lead

How It Works

Connect Apps

Authenticate your Zoho CRM and Circle accounts

Choose a Trigger

Select a documented Zoho CRM event

Choose an Action

Select the documented Circle 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 9 documented Zoho CRM triggers.

Automated Actions

Run one of 4 documented Circle 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.

Reverse Integration Available

Also connect Circle to Zoho CRM for bidirectional automation

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All Circle Integrations

Explore all available Circle connections

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Connect Zoho CRM to Circle

Why Connect Zoho CRM & Circle?

Start with a Zoho CRM event

Run a Circle action

Map and review the workflow

Available Triggers & Actions

Zoho CRM

Triggers (9)

Actions (10)

Circle

Triggers (2)

Actions (4)

Integration Features

Capability Examples

Zoho CRM trigger → Circle action

Circle trigger → Zoho CRM action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Zoho CRM to Circle direction supported?

Which Zoho CRM triggers are available?

Which Circle actions are available?

Can I also connect Circle to Zoho CRM?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Zoho CRM Integrations

All Circle Integrations

Popular Integrations

More Circle Integrations

Ready to Connect Zoho CRM & Circle?