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Set up your first integration
Quickly connect Instantly to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Instantly with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Event" from Instantly.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Instantly and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign
- Event Type
Try ItTriggerInstant- CampaignRequired
- TagRequired
ActionWrite- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
ActionWrite- CampaignRequired
- Email addressRequired
ActionWrite
- Email accountsRequired
- TagRequired
ActionWrite- Email or domainRequired
ActionWrite- Tag LabelRequired
- Tag Description
ActionWrite- Email accountsRequired
- TagRequired
ActionWrite
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Practical ways you can use Instantly and Zoho CRM
Sync new leads from email campaigns to CRM
When a new lead interacts with your Instantly email campaign (e.g., replies or opens), Zapier can automatically add the lead to your Zoho CRM. This ensures leads are captured centrally and prevents the team from missing key opportunities while saving hours in manual data entry.
Business OwnerTag email leads when they enter the CRM
When a new lead is created in Zoho CRM, Zapier can automatically tag that lead in Instantly to categorize and prioritize outreach efforts. This helps marketing teams focus on high-value prospects and makes segmentation faster and more effective.
Marketing & Marketing OpsLearn how to automate Instantly on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Instantly + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Zoho CRM
How can I integrate Instantly with Zoho CRM?
You can integrate Instantly with Zoho CRM using automated workflow platforms like Zapier. By setting up a Zap, you can connect the two apps and define triggers and actions such as creating or updating leads in Zoho CRM whenever there is a new email activity in Instantly.
What triggers are available when integrating Instantly with Zoho CRM?
Triggers available include new email activities, such as opens or replies, in Instantly that you can use to perform actions on your data in Zoho CRM, like updating lead information or triggering notifications within your CRM system.
What kind of actions can be automated once we integrate Instantly with Zoho CRM?
Once integrated, you can automate actions like creating a new contact or lead in Zoho CRM each time an email is sent from Instantly, or updating existing records based on interactions tracked by Instantly.
Are there any prerequisites for integrating these two applications?
Yes, before integrating Instantly with Zoho CRM, ensure that you have active accounts with both services. Additionally, access to Zapier or another workflow automation tool is necessary for setting up the integration.
Can I customize the data transferred from Instantly to Zoho CRM?
Absolutely. When setting up the integration via Zapier, you have the option to map specific fields from Instantly to corresponding fields in Zoho CRM. This allows for customization of what data gets transferred and how it's organized.
Will changes made in Zoho CRM reflect back in Instantly?
The integration primarily works one way—from Instantly to Zoho CRM; therefore, updates made directly in ZohoCRM will not necessarily be reflected back into Instantly unless a specific reverse sync setup is configured using additional tools.
Is it possible to trigger workflows based on specific customer actions recorded by Instantly within Zoho?
Yes, workflows can be triggered based on customer activities captured by Instantly such as link clicks or form submissions which can then initiate follow-up tasks like assigning leads or scheduling follow-up emails within your Zoho account.
