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SalesOptima Core
SalesOptima Core logo
SalesOptima Core
1. Choose trigger event
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Zoho CRM
Zoho CRM logo
Zoho CRM
2. Choose action
SalesOptima Core logo
1. Select the event
Setup
Test
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SalesOptima Core
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Modified" from SalesOptima Core.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects SalesOptima Core 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.

    • Contact Properties
      Required
    Trigger
    Instant
    Try It
    • LinkCode
      Required
    • Contact Settings
      Required
    • Contact Overwrite
      Required
    • ContactId
    • First Name
    • Last Name
    • Salutation
    • Title
    • Company Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Zip
    • Country
    • Phone
    • Home Phone
    • Check Duplicates by Phone
    • Mobile
    • Check Duplicates by Mobile
    • Other Phone
    • Fax
    • Other Fax
    • Email
    • Email 2
    • Email 3
    • Website
    • Comments Title
    • Comments
    • Custom 1
    • Custom 2
    • Custom 3
    • Custom 4
    • Custom 5
    • Custom 6
    • Custom 7
    • Custom 8
    • Custom 9
    • Custom 10
    • Custom 11
    • Custom 12
    • Custom 13
    • Custom 14
    • Custom 15
    • Custom 16
    • Custom 17
    • Custom 18
    • Custom 19
    • Custom 20
    • Check 1
    • Check 2
    • Check 3
    • Check 4
    • Check 5
    • Check 6
    • Class 1
    • Class 2
    • Class 3
    • Class 4
    • Class 5
    • Class 6
    • Class 7
    • Class 8
    • Custom Date 1 Title
    • Custom Date 1
    • Custom Date 2 Title
    • Custom Date 2
    • Custom Date 3 Title
    • Custom Date 3
    • Custom Text 1
    • Custom Text 2
    • Custom Text 3
    • Add Tag
    • Force Owner
    • Referral URL
    • Text Message Opt In
    • Email Info Compliance Text
    • Email Info Subscribe
    • Email Promo Subscribe
    • Email Promo Compliance Text
    • Metric Title 1
    • Metric Value 1
    • Metric Title 2
    • Metric Value 2
    • Metric Title 3
    • Metric Value 3
    • Metric Title 4
    • Metric Value 4
    • Metric Title 5
    • Metric Value 5
    • Metric Title 6
    • Metric Value 6
    • Metric Title 7
    • Metric Value 7
    • Metric Title 8
    • Metric Value 8
    • Metric Title 9
    • Metric Value 9
    • Metric Title 10
    • Metric Value 10
    • Note Type Code
    • Note 1 Title
    • Note 1
    • Note 2 Title
    • Note 2
    • Note 3 Title
    • Note 3
    • Note 4 Title
    • Note 4
    • Note 5 Title
    • Note 5
    • Note 6 Title
    • Note 6
    • Note 7 Title
    • Note 7
    • Note 8 Title
    • Note 8
    • Note 9 Title
    • Note 9
    • Note 10 Title
    • Note 10
    • Multi Comments 1 Title
    • Multi Comments 1
    • Multi Comments 2 Title
    • Multi Comments 2
    • Multi Comments 3 Title
    • Multi Comments 3
    • Multi Comments 4 Title
    • Multi Comments 4
    • Multi Comments 5 Title
    • Multi Comments 5
    • Multi Comments 6 Title
    • Multi Comments 6
    • Multi Comments 7 Title
    • Multi Comments 7
    • Multi Comments 8 Title
    • Multi Comments 8
    • Multi Comments 9 Title
    • Multi Comments 9
    • Multi Comments 10 Title
    • Multi Comments 10
    Action
    Write
  • Zoho CRM triggers, actions, and search
    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • Select an Event
      Required
    • Contact Properties
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It

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Connect SalesOptima Core and Zoho CRM to integrate crucial parts of your business

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Automate your lead management and improve conversions

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

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An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

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An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Zoho CRM on the Zapier blog

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About SalesOptima Core
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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Related categories
Sales & CRM
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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CRM (Customer Relationship Management)Zoho
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