Crelate and Zoho CRM との統合と自動化

Crelate and Zoho CRMを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

Rating - JP

4.9

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avg

2 min

to connect

Custom Connections

Available

via HTTP connector

主要企業が Workato を活用

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Build Powerful Workflows, fast - JP

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/updated Contacts Batch
    New or updated Contacts in Zoho CRM
  • New/updated Leads Batch
    New or updated Leads 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…

Crelate
  • approve application
    approve application in Crelate AP i reference
  • set application as spam
    set application as spam in Crelate AP i reference
  • mark application as spam
    mark application as spam in Crelate AP i reference
  • retrieve activities for a company
    retrieve activities for a company in Crelate AP i reference
  • retrieve activities for a contact
    retrieve activities for a contact in Crelate AP i reference
  • send form request
    send form request in Crelate AP i reference
  • Create
    Create in Crelate AP i reference
  • delete company
    delete company in Crelate AP i reference
  • delete attachment
    delete attachment in Crelate AP i reference
  • delete note
    delete note in Crelate AP i reference
  • delete task
    delete task in Crelate AP i reference
  • delete contact
    delete contact in Crelate AP i reference
  • remove contact from job
    remove contact from job in Crelate AP i reference
  • remove from job
    remove from job in Crelate AP i reference
  • delete job
    delete job in Crelate AP i reference
  • delete job posting
    delete job posting in Crelate AP i reference
  • Delete
    Delete in Crelate AP i reference
  • download export
    download export in Crelate AP i reference
  • Enable
    Enable in Crelate AP i reference
  • Ensure
    Ensure in Crelate AP i reference
  • retrieve companies by list id
    retrieve companies by list id in Crelate AP i reference
  • retrieve applications
    retrieve applications in Crelate AP i reference
  • retrieve applications by status
    retrieve applications by status in Crelate AP i reference
  • retrieve attachment
    retrieve attachment in Crelate AP i reference
  • retrieve notes
    retrieve notes in Crelate AP i reference
  • retrieve tasks
    retrieve tasks in Crelate AP i reference
  • retrieve exports
    retrieve exports in Crelate AP i reference
  • retrieve applicant sources
    retrieve applicant sources in Crelate AP i reference
  • retrieve application
    retrieve application in Crelate AP i reference
  • retrieve application content
    retrieve application content in Crelate AP i reference
  • retrieve application record statuses
    retrieve application record statuses in Crelate AP i reference
  • retrieve application statuses
    retrieve application statuses in Crelate AP i reference
  • retrieve available time entry formats
    retrieve available time entry formats in Crelate AP i reference
  • retrieve company
    retrieve company in Crelate AP i reference
  • retrieve attachment content
    retrieve attachment content in Crelate AP i reference
  • retrieve company lists
    retrieve company lists in Crelate AP i reference
  • retrieve note
    retrieve note in Crelate AP i reference
  • retrieve company record statuses
    retrieve company record statuses in Crelate AP i reference
  • retrieve task
    retrieve task in Crelate AP i reference
  • retrieve contact
    retrieve contact in Crelate AP i reference
  • retrieve contacts by email
    retrieve contacts by email in Crelate AP i reference
  • retrieve jobs
    retrieve jobs in Crelate AP i reference
  • retrieve contact lists
    retrieve contact lists in Crelate AP i reference
  • retrieve contact record statuses
    retrieve contact record statuses in Crelate AP i reference
  • retrieve contacts by date range
    retrieve contacts by date range in Crelate AP i reference
  • retrieve contacts by list id
    retrieve contacts by list id in Crelate AP i reference
  • retrieve attachment types
    retrieve attachment types in Crelate AP i reference
  • retrieve custom fields
    retrieve custom fields in Crelate AP i reference
  • retrieve eeoc pass reasons
    retrieve eeoc pass reasons in Crelate AP i reference
  • retrieves all emails from a contact
    retrieves all emails from a contact in Crelate AP i reference
  • retrieve export
    retrieve export in Crelate AP i reference
  • get form info
    get form info in Crelate AP i reference
  • get form request templates
    get form request templates in Crelate AP i reference
  • get form responses
    get form responses in Crelate AP i reference
  • retrieve job
    retrieve job in Crelate AP i reference
  • retrieve application attachment content
    retrieve application attachment content in Crelate AP i reference
  • retrieve contacts on a job [v1]
    retrieve contacts on a job [v1] in Crelate AP i reference
  • retrieve contacts [v2]
    retrieve contacts [v2] in Crelate AP i reference
  • retrieve job lists
    retrieve job lists in Crelate AP i reference
  • retrieve placements
    retrieve placements in Crelate AP i reference
  • retrieve job posting
    retrieve job posting in Crelate AP i reference
  • retrieve job postings
    retrieve job postings in Crelate AP i reference
  • retrieve all jobs
    retrieve all jobs in Crelate AP i reference
  • retrieve jobs by list id
    retrieve jobs by list id in Crelate AP i reference
  • retrieve opportunity types
    retrieve opportunity types in Crelate AP i reference
  • retrieve recent companies
    retrieve recent companies in Crelate AP i reference
  • retrieve recent contacts
    retrieve recent contacts in Crelate AP i reference
  • retrieve recent job postings
    retrieve recent job postings in Crelate AP i reference
  • retrieve recent jobs
    retrieve recent jobs in Crelate AP i reference
  • retrieve tag categories
    retrieve tag categories in Crelate AP i reference
  • retrieve workflow statuses
    retrieve workflow statuses in Crelate AP i reference
  • retrieve workflow types
    retrieve workflow types in Crelate AP i reference
  • is delivery type claimed
    is delivery type claimed in Crelate AP i reference
  • Is Duplicate Name
    Is Duplicate Name in Crelate AP i reference
  • retrieve activities for a job
    retrieve activities for a job in Crelate AP i reference
  • create company
    create company in Crelate AP i reference
  • create attachment
    create attachment in Crelate AP i reference
  • create note
    create note in Crelate AP i reference
  • create task
    create task in Crelate AP i reference
  • create contact
    create contact in Crelate AP i reference
  • append job
    append job in Crelate AP i reference
  • appends email to a contact
    appends email to a contact in Crelate AP i reference
  • create job
    create job in Crelate AP i reference
  • add contact to job
    add contact to job in Crelate AP i reference
  • create job posting
    create job posting in Crelate AP i reference
  • update contact
    update contact in Crelate AP i reference
  • update task
    update task in Crelate AP i reference
  • update company
    update company in Crelate AP i reference
  • update note
    update note in Crelate AP i reference
  • update job
    update job in Crelate AP i reference
  • update contact stage
    update contact stage in Crelate AP i reference
  • reject application
    reject application in Crelate AP i reference
  • replace access
    replace access in Crelate AP i reference
  • create export
    create export in Crelate AP i reference
  • resend form request
    resend form request in Crelate AP i reference
  • retrieve default delivery types for opportunity type
    retrieve default delivery types for opportunity type in Crelate AP i reference
  • retrieve opportunity delivery types
    retrieve opportunity delivery types in Crelate AP i reference
  • Retrieve Available Delivery Types
    Retrieve Available Delivery Types in Crelate AP i reference
  • Retrieve
    Retrieve in Crelate AP i reference
  • Is Claimed
    Is Claimed in Crelate AP i reference
  • Retrieve Placements With Access
    Retrieve Placements With Access in Crelate AP i reference
  • revoke access
    revoke access in Crelate AP i reference
  • search job postings
    search job postings in Crelate AP i reference
  • update job posting
    update job posting in Crelate AP i reference
  • update opportunity delivery types
    update opportunity delivery types in Crelate AP i reference
  • Update
    Update in Crelate AP i reference
  • Update the Children Type Meanings
    Update the Children Type Meanings in Crelate AP i reference
  • set company profile picture
    set company profile picture in Crelate AP i reference
  • set contact profile picture
    set contact profile picture in Crelate AP i reference
  • grant access
    grant access in Crelate AP i reference
  • retrieve delivery types list
    retrieve delivery types list in Crelate AP i reference

    • 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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新

Let’s start automating

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