AppsPricingBlogTry it
Zoho CRM logo
Overloop logo

Connect Zoho CRM to Overloop

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

5-minute setup
Enterprise secure
No coding required

Why Connect Zoho CRM & Overloop?

Intelligent Automation Workflows

Leverage 9 available triggers from Zoho CRM to execute 23 targeted actions in Overloop automatically.

Eliminate Manual Data Entry

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

Real-time Business Intelligence

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

Available Triggers & Actions

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

Overloop logo

Overloop

Triggers (12)

New Campaign Created

Emit new event each time a campaign is created. See the docs

polling
New Contact Created

Emit new event each time a contact is created. See the docs

polling
New Contact Replied

Emit new event each time a contact replies to an email or LinkedIn message. See the docs

polling
New Deal Created

Emit new event each time a deal is created. See the docs

polling
New Deal Lost

Emit new event each time a deal is lost. See the docs

polling
New Deal Won

Emit new event each time a deal is won. See the docs

polling
New Exclusion List Item Created

Emit new event each time an exclusion list item is created. See the docs

polling
New List Created

Emit new event each time a list is created. See the docs

polling
New Organization Created

Emit new event each time an organization is created. See the docs

polling
New Pipeline Created

Emit new event each time a list is created. See the docs

polling
New Stage Created

Emit new event each time a stage is created. See the docs

polling
New User Created

Emit new event each time a user is created. See the docs

polling

Actions (23)

Add Contact to Campaign

Adds a contact to a campaign. See the docs

Create Contact

Creates a new contact. See the docs

Create Deal

Creates a new deal. See the docs

Create Organization

Creates a new organization. See the docs

Enroll Contact

Enroll a contact in a workflow. See the docs

Enroll Deal

Enroll a deal in a workflow. See the docs

Enroll Organization

Enroll an organization in a workflow. See the docs

Exclude Contact

Add a contact to the exclusion list. See the docs

Get Contact

Retrieves a contact by id. See the docs

Get Deal

Retrieves a deal by id. See the docs

Get Organization

Retrieves an organization by id. See the docs

List Contact ID Options

Retrieves available options for the Contact ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List List Names Options

Retrieves available options for the List Names field.

List Organization ID Options

Retrieves available options for the Organization ID field.

List Stage ID Options

Retrieves available options for the Stage ID field.

List User ID Options

Retrieves available options for the User ID field.

Mark Deal as Lost

Marks a deal as lost. See the docs

Mark Deal as Won

Marks a deal as won. See the docs

Move Deal

Moves a deal. See the docs

Update Contact

Creates a new contact. See the docs

Update Deal

Updates a deal. See the docs

Update Organization

Updates an organization. See the docs

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Zoho CRM trigger → Create/Update in Overloop

Most Popular
Zoho CRMZoho CRM

New Contact (Instant)

OverloopOverloop

Add Contact to Campaign

When Overloop trigger → Update Zoho CRM

Bi-directional
OverloopOverloop

New Campaign Created

Zoho CRMZoho CRM

Convert Lead

How It Works

1

Connect Apps

Authenticate your Zoho CRM and Overloop accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Zoho CRM and Overloop with 21 public triggers available for instant updates.

Automated Actions

Execute 33 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Zoho CRM and Overloop in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Zoho CRM and Overloop with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Overloop logoZoho CRM logo

Reverse Integration Available

Also connect Overloop to Zoho CRM for bidirectional automation

View Integration
Zoho CRM logo

All Zoho CRM Integrations

Explore all available Zoho CRM connections

View All Integrations
Overloop logo

All Overloop Integrations

Explore all available Overloop connections

View All Integrations

Ready to Connect Zoho CRM & Overloop?

Join thousands of users automating their workflows with Mazaal AI