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Ready-made templates with Zoho CRM

Pre-configured flows with Zoho CRM, ready to activate in a few clicks.

Zoho CRM
Asaas

For each overdue payment on Asaas, create or update a deal on Zoho CRM

Automate
Zoho CRM
Kiwify

For each purchase approved in Kiwify, create or update a deal on Zoho CRM

Automate
Zoho CRM
PagBank

For each declined payment on PagBank, create or update a deal on Zoho CRM

Automate
Zoho CRM
Manychat

When a lead reaches a certain stage in an Automation or Broadcast on Manychat, create or update a deal on Zoho CRM

Automate
Zoho CRM
Pagar.me

For each approved payment on Pagar.me, create or update a deal on Zoho CRM

Automate
See all templates with Zoho CRM

All automations with Zoho CRM

Trusted by over 10.000 amazing companies

🏆 Top 3 use cases

How do companies use Zoho CRM?

Popular, smart ways to use Zoho CRM every day

  • With every new lead in the CRM, a follow-up task is created for the right salesperson, with a deadline and context. Each opportunity gets its list of next steps and follow-up happens on time.

  • Every time a lead arrives through a channel (an ad, a form, a landing page and so on), it is registered automatically in the CRM with its source data. The sales team works from a single, always current database.

  • When a sale closes, the new customer automatically enters the welcome sequence (email, message, access release), ensuring a smooth start and freeing the sales team for the next opportunity.

Possibilities with Zoho CRM on Pluga

Available actions with Zoho CRM

The action is the task Pluga performs automatically on Zoho CRM, every time a trigger runs.

Action
Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

How it works

How to integrate with Zoho CRM

1. Trigger Source app When something happens…
2. Action Zoho CRM Create or update deal
How to use Zoho CRM on Pluga

Boost Zoho CRM in your workflow

With Pluga, you connect Zoho CRM to one (or more!) apps to build anything from the simplest integration to the most advanced flows, with several layers of logic.

  • Basic 1

    Pick the source app and the trigger

    Choose which app starts the automation and which event works as the trigger. For example, "For each response on a Facebook Lead Ads advertisement".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with Zoho CRM and what Pluga should run automatically at each step.

  • Basic 3

    Map the information

    Point out, visually, which data from the source app should fill in each field of the destination action.

  • Intermediate

    Only move forward when it makes sense

    Set "AND" or "OR" conditions so the automation only runs in the cases that matter

  • Intermediate

    Pause the flow for as long as you need

    Set the automation to wait minutes, hours or days and resume the next action on its own

    Explore
  • Intermediate

    Standardize data across apps

    Adjust dates, numbers and characters to the format the next app expects to receive

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  • Advanced

    Send data in several directions

    Route each piece of data down the right path within a single flow, according to specific conditions

    Explore
  • Advanced

    Add a code block

    Run JavaScript or Python in the middle of the automation to transform data before the next step

    Explore
  • Advanced

    Create loops

    Take lists of items, go through each row and run the same action for every one of them

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  • Advanced

    Use generative AI

    Send data to an AI assistant or agent and use the response in the next step

    Explore
  • Advanced

    Connect to (almost) any app

    Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga

    Explore
  • Advanced

    Requests to external APIs

    Query or send data to any external API inside your automation

    Explore
Zoho CRM

Zoho CRM

CRM

Connect Zoho CRM to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.

See more integrations with CRM Visit Zoho CRM

Frequently Asked Questions

Everything you need to know to get started with Zoho CRM on Pluga.

  • With Pluga, you can connect the app Zoho CRM with over 133 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Zoho CRM and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Zoho CRM and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Zoho CRM and other apps without any technical knowledge required.

  • Automating Zoho CRM with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Zoho CRM. Generally, Pluga accesses the documentation provided by Zoho CRM and independently develops the available integrations. Any mentions of Pluga on the Zoho CRM website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.