Zoho
Create and update leads, contacts, accounts and deals in Zoho CRM from a Surface workflow.
The card's own line: "Connect your form to your Zoho account to create contacts, companies, Leads and Deals etc."
Connecting
OAuth, from the Integrations screen. Click Authenticate on the Zoho card and authorise Surface in Zoho. The card then reads Disconnect.
What You Can Do with It
Seven workflow actions:
| Action | Does |
|---|---|
| Zoho Create Lead · Zoho Create or Update Lead | A lead record |
| Zoho Create Contact · Zoho Create or Update Contact | A contact record |
| Zoho Create Account | An account |
| Zoho Create Deal | A deal |
| Zoho Get Owner | Look up an owner, so a later action can assign to them |
Leads and contacts have upsert twins (ZohoUpsertLead, ZohoUpsertContact);
accounts and deals are create-only. If a workflow repeatedly submits the same
company, expect duplicate accounts unless you branch on a
lookup first.
No CRM Agent for Zoho
The CRM agent, which reads the CRM and works from written instructions, covers HubSpot, Salesforce and Attio, not Zoho. For Zoho, the workflow actions above are the whole integration.
Ready to Get Started?
See it on your own site, or open the app and build the first form.