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Connect Zoho CRM to Nutshell

Name: Zoho CRM to Nutshell Integration
Availability: InStock

Automate workflows and sync data between Zoho CRM and Nutshell with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Zoho CRM & Nutshell?

Intelligent Automation Workflows

Leverage 9 available triggers from Zoho CRM to execute 20 targeted actions in Nutshell automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Zoho CRM and Nutshell perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Zoho CRM and Nutshell for instant insights and improved decision-making across your tech stack.

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

Nutshell

Triggers (3)

New Lead

Emit new event when a new lead is created.

polling

New Lead Won

Emit new event when a lead is won.

polling

New Person Profile Created

Emit new event when a new person profile is created.

polling

Actions (20)

Create Company

Creates a new company within Nutshell. See the documentation

Create Contact

Creates a new contact. See the documentation

Create Lead

Initiates a new lead within Nutshell. See the documentation

Get Company

Get an account (company) by ID. See the documentation

Get Contact

Get a contact by ID. See the documentation

Get Lead

Get a lead by ID. See the documentation

List Account Type Id Options

Retrieves available options for the Account Type Id field.

List Audience Id Options

Retrieves available options for the Audience Id field.

List Company ID Options

Retrieves available options for the Company ID field.

List Contact Id Options

Retrieves available options for the Contact Id field.

List Industry Id Options

Retrieves available options for the Industry Id field.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Market Id Options

Retrieves available options for the Market Id field.

List Territory Id Options

Retrieves available options for the Territory Id field.

Search Companies

Search companies (accounts) by string. Returns raw API results (array of account stubs). See the documentation

Search Contacts

Search contacts by string. Returns an array of contacts with id, displayName, primaryEmail, and primaryPhone. See the documentation

Search Leads

Search leads by string. Returns formatted results: id, description, status, completion, value, primaryCompanyName, primaryContactName, isOverdue, lastContactDate, dueTime. See the documentation

Update Company

Update an existing company (account). Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Contact

Update an existing contact. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Lead

Update an existing lead. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below. See the documentation