Integrating Podio with Zoho CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Podio and Zoho CRM
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Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
About Zoho CRM
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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It's easy to connect Podio + Zoho CRM without coding knowledge. Start creating your own business flow.
- Triggers
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Application UpdatedTriggers when the application is updated.
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Comment Deleted
Triggers when a comment is deleted.
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File Change
Triggers when an attachment on an item change.
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Item Deleted
Triggers when you delete an item.
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Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
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New Application
Triggers when a new Application is created.
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New Comment
Triggers when a new comment is created.
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New Organizations
Triggers when a new organization is created.
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New Task
Triggers when a new task is created.
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New View
Triggers when a new view is created.
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New Workspace
Triggers when a new workspace is created in the organization.
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Task Delete
Triggers when a task is deleted.
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Task Updated
Triggers when you update a task.
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New ContactTriggers when a new contact is added.
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New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
- Actions
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Create Status
Add a status update to a workspace stream.
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Create Task
Create a new task.
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Create a Item
Create a new item, record or entry inside an app (standard or custom).
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Update Item
Update Item.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How Podio & Zoho CRM Integrations Work
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Step 1: Choose Podio as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Podio to Zoho CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.