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Create Zoho CRM Workflows in Minutes

Add email label in Gmail on a New contact in Zoho CRM
Add email label in Gmail on a New lead in Zoho CRM
Add New contact in Freshdesk on a New contact in Zoho CRM
Add New contact in Freshdesk on a New lead in Zoho CRM
Create contact in Outlook on a New contact in Zoho CRM
Create user in Zendesk on a New contact in Zoho CRM
Create user in Zendesk on a New lead in Zoho CRM
Follow-up with new Zoho CRM leads via Gmail
Create Microsoft Azure AD and ServiceNow workflow in minutes

Trigger

Contact Modified

Contact update in Zoho CRM

Lead Modified

Lead update in Zoho CRM

New Contact Created

New contact in Zoho CRM

New Lead Created

New lead in Zoho CRM

Actions

Add Contact

Create contact in Zoho CRM

Add Event

Create event in Zoho CRM

Add Lead

Create lead in Zoho CRM

Add Task

Create task in Zoho CRM

cahe_manager

Robert Zeitz

Director of Cloud Applications & Service Delivery

Quotes

After using a few different automation workflow programs, we decided to go with Workativ for its easy-to-use interface and systems integration. Using Workativ feels like it was truly designed with the user in mind. More importantly, the Workativ team has shown tremendous customer support, allowing us to continue to expand their software’s capabilities to meet our needs.

The Workativ team always considers the users feed backs and needs to create brand new features allowing us to design out the exact workflow we need. With their support we have been able to automate our onboarding, offboarding, and up keeping our employee data across all systems.

We look forward to further exploring the world of automation with their help!

Why Workativ Automate?

Most workflow products are complex, expensive, and bloated with things that you don’t need. Workativ Automate is purpose built iPaaS to help you connect and automate your workplace tasks. It’s easy to use yet powerful, and affordable to all.

join leading innovators

Simple and Intuitive

Create app integrations and workflows using simple UI interface. No coding or developer support required.

Powerful Tools

Format data, add conditional logic, set approvals, or time intervals into your workflows.

100+ Connectors

Connect 100+ cloud apps. Use app triggers, webhooks to run your workflows.

Secure & Reliable

Data encryption at rest and transit, data retention controls and audit logs. ISO 27001 certified.

Zoho CRMGmail

Automate sales operations and contact management in Zoho CRM. Send automated emails in Gmail.Do much more by connecting Zoho CRM and Gmail.

Zoho CRMJira

Automate sales operations and contact management in Zoho CRM. Automate your tasks, user management, and updates in Jira.Do much more by connecting Zoho CRM and Jira.

Zoho CRMTwilio

Automate sales operations and contact management in Zoho CRM. Send automated OTP and SMS to your users via Twilio.Do much more by connecting Zoho CRM and Twilio.