Zoho CRM – Connection

ZOHO CRM is a cloud-based customer relationship management platform designed to help businesses manage sales, marketing, and customer support in a single system. It offers tools for lead management, deal tracking, workflow automation, analytics, and multichannel communication, including email, phone, and social media. ZOHO CRM is highly customizable, scalable, and integrates seamlessly with other ZOHO applications and third-party tools, making it suitable for businesses of all sizes. Its AI-powered assistant, Zia, enhances productivity by providing actionable insights and automation. (Learn more)

Connect ZOHO CRM to Wiresk Copy Link

A connection to your ZOHO CRM account is needed so we can sync it with our platform.

There are two ways to connect your app to Wiresk:

• In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
• While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

This guide explains how to set up a connection in “My apps” section, which is essentially the same process as creating one on-the-go.

Add ZOHO CRM App in Wiresk Copy Link

• On your Wiresk’s Dashboard, select your Group.
• On the left panel, go to “My apps” and select
• Search the app name in the search field or select it in the apps list.

On the connection settings panel:

• Name your connection
• Select Zoho CRM for the authorization
• Click the “Authorize” button.

You are redirected to Zoho access page.

• Click on Accept to get full access.

And finally! Your ZOHO CRM connection is ready. You can now use it to build your Flows.

Basic understanding of Flow creation Copy Link

Now that your app is linked to Wiresk, you’re ready to start building Flows.

Simple steps to create a Flow ↓

• Select your Group, then on the Flow management screen click on “Create Flow”.
• On the new screen, name the new Flow.

Add a Trigger that will start your Flow

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.

• Click on the (+) button to open the Trigger settings side panel.
• On the settings side panel, click on the “+ Add” button.

• On the Trigger selection screen, search your app or select it from the list below the screen.

• Select your preferred Trigger on the next screen and customize its settings.

As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

Add a Method that will execute a task

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).

• On the Flow builder, select the (+) plus button next the Trigger button.
• Search or scroll down to select the app that will perform a task.
• Configure the Methods settings, refer to it documentation in our Help Center.

Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods.

• On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.

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Triggers and Methods Settings Copy Link

When you configure a Trigger or Method in Wiresk, the settings panel lets you define how data is collected or sent, and the type of values you enter depends on the field.

Make sure you enter the right values so your Flow works the way you expect and gives the right results. If you need step-by-step details on setting up Zoho CRM, check the Triggers and Methods Settings documentation.