Zoho CRM trigger nodes allow you to automate workflows based on Zoho CRM records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in Zoho CRM trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency.
 

Loop through Zoho CRM records

The “Loop through Zoho CRM records” trigger is a manual trigger that enrolls multiple Zoho CRM records into a flow based on specific conditions. It retrieves and processes records in bulk, executing actions for each.

A key use case is initial data sync, ensuring all existing Zoho CRM contacts and custom module records are transferred to SleekFlow. This enables seamless integration, maintains data consistency, and allows teams to automate workflows and engage customers effectively.

Set up the “Loop through Zoho CRM records" trigger node form by following the steps below:

1. Click on the node to open up its form, which will appear on the right side of the screen
   
    
2. Select the Zoho CRM account, the object type, and the object you want to use within this node. If you have not connected to a Zoho CRM account, you can refer to the Connect to your Zoho CRM account Help Center article
3. The node form contains the following fields for you to set up the trigger:
   1. Enrollment conditions: When toggled on, you can set# specific conditions that the Zoho CRM record must meet in order to be enrolled into the flow

Zoho CRM record created

The “Zoho CRM record created” trigger activates whenever a new record is created in the selected Zoho CRM contacts and custom module. When a new record is added in Zoho CRM, the flow automatically executes subsequent actions.

Common use cases include:

• New lead engagement: When a new lead is added in Zoho CRM, automatically send a welcome message through SleekFlow.
• Assign leads to sales team member: When a new deal is created in Zoho CRM, assign the contact to a specific sales representative in SleekFlow.

Set up the “Zoho CRM record created” trigger node form by following the steps below:

1. Click on the node to open up its form, which will appear on the right side of the screen
   
    
2. Select the Zoho CRM account, the object type, and the object you want to use within this node. If you have not connected to a Zoho CRM account, you can refer to the Connect to your Zoho CRM account Help Center article
3. The node form contains the following fields for you to set up the trigger:
   1. Enrollment conditions: When toggled on, you can set specific conditions that the Zoho CRM object record must meet in order to be enrolled into the flow
   2. Add conditions: To specify additional criteria, click “+ Add conditions” and input the required details for records to qualify for enrollment in the flow

Zoho CRM records updated

The “Zoho CRM record updated” trigger activates when an existing Zoho CRM record is updated. It ensures that any changes in Zoho CRM are reflected in SleekFlow, maintaining data consistency across platforms.

Common use cases include:

• Order status updates: When an order’s status is updated in Zoho CRM, send an automated message to inform the customer.
• Lead nurturing: If a lead’s stage changes in Zoho CRM (e.g., from “Prospect” to “Qualified”), trigger an automated follow-up sequence in SleekFlow.
• Subscription renewal reminders: When a renewal date is updated in Zoho CRM, send a reminder message to the customer before expiration.

Set up the “Zoho CRM record updated” trigger node form by following the steps below:

1. Click on the node to open up its form, which will appear on the right side of the screen
   
    
2. Select the Zoho CRM account, the object type, and the object you want to use within this node. If you have not connected to a Zoho CRM account, you can refer to the Connect to your Zoho CRM account Help Center article
3. The node form contains the following fields for you to set up the trigger:
   1. Enrollment conditions: When toggled on, you can set specific conditions that the Zoho CRM object record must meet in order to be enrolled into the flow
   2. Add conditions: To specify additional criteria, click “+ Add conditions” and input the required details for records to qualify for enrollment in the flow