Reltio and Zoho CRM integrations and automations

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Customize your Reltio and Zoho CRM integration with the following triggers and actions.

Triggers

When this happens…

Zoho CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New custom object
    New custom object in Zoho CRM
  • New standard object
    New standard object in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New/updated custom object
    New/updated custom object in Zoho CRM
  • New/updated standard object
    New/updated standard object in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM

    • Any other trigger you can think up

Actions

Do this…

Reltio
  • Custom action
    Custom action in Reltio (Custom)
  • Add record to entity
    Add record to entiy in Reltio
  • Apply data change request
    Apply data change request in Reltio
  • Create data change request
    Create data change request in Reltio
  • Create record
    Create record in Reltio
  • Create records in bulk
    Create records in bulk in Reltio
  • Decrypt Export Url
    Perform decryption of encrypted Export Url in Reltio
  • Delete entities as Not a Match
    Delete entities as Not a Match in Reltio
  • Delete potential match
    This API removes potential match between two entities which was created earlier
  • Delete record
    Delete record in Reltio
  • Delete records in bulk
    Delete records in bulk in Reltio
  • Export records
    Export records in Reltio
  • Get entities by crosswalks
    Get entities by crosswalks in Reltio
  • Get entities as Not a Match
    Get entities as Not a Match for an entity in Reltio
  • Get entity by crosswalk
    Get entity by crosswalk in Reltio
  • Get Internal task status by ID
    Get Internal task status by ID in Reltio
  • Get matches for entity
    Get matches for entity in Reltio
  • Get potential matches for entity
    Get potential matches for entity in Reltio
  • Get record details by ID
    Get record details by ID in Reltio
  • Get task status by ID
    Get task status by ID in Reltio
  • Match entities
    Match entities in Reltio
  • Merge entities
    Merge entities in Reltio
  • Reject data change request
    Reject data change request in Reltio
  • Search data change request
    Search data change request in Reltio
  • Search records
    Search records in Reltio
  • Mark entities as Not a Match
    Mark entities as Not a Match in Reltio
  • Set entities are potential matches
    Set entities are potential matches in Reltio
  • Unmerge entities
    Unmerge entities in Reltio
  • Unmerge entities tree
    Unmerge entities tree in Reltio
  • Update record
    Update record in Reltio

    • Any other action you can think up

Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Batch create custom objects Batch
    Batch create custom objects in Zoho CRM
  • Batch create standard objects Batch
    Batch create standard objects in Zoho CRM
  • Batch update custom objects Batch
    Batch update custom objects in Zoho CRM
  • Batch update standard objects Batch
    Batch update standard objects in Zoho CRM
  • Batch upsert custom objects Batch
    Batch upsert custom objects in Zoho CRM
  • Batch upsert standard objects Batch
    Batch upsert standard objects in Zoho CRM
  • Bulk create custom objects
    Bulk create custom objects in Zoho CRM
  • Bulk create standard objects
    Bulk create standard objects in Zoho CRM
  • Bulk update custom objects
    Bulk update custom objects in Zoho CRM
  • Bulk update standard objects
    Bulk update standard objects in Zoho CRM
  • Bulk upsert custom objects
    Bulk upsert custom objects in Zoho CRM
  • Bulk upsert standard objects
    Bulk upsert standard objects in Zoho CRM
  • Search records using COQL query
    Search records using COQL query in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Delete custom object
    Delete custom object in Zoho CRM
  • Delete standard object
    Delete standard object in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Get object by ID
    Get object by ID in Zoho CRM
  • Search accounts Batch
    Search accounts in Zoho CRM
  • Search campaigns Batch
    Search campaigns in Zoho CRM
  • Search contacts Batch
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads Batch
    Search leads in Zoho CRM
  • Search custom objects
    Search custom objects in Zoho CRM
  • Search standard objects
    Search standard objects in Zoho CRM
  • Search deals Batch
    Search deals in Zoho CRM
  • Search products Batch
    Search products in Zoho CRM
  • Search vendors Batch
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM
  • Upsert custom object
    Upsert custom object in Zoho CRM
  • Upsert standard object
    Upsert standard object in Zoho CRM

    • Any other action you can think up

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