Confluence and Zoho CRM Integration

Explore Triggers and Actions

New Page or Blog Post

Trigger new event whenever a new page or blog post is created in a specified space

Watch Pages

Trigger new event when a page is created or updated in Confluence

Watch Blog Posts

Trigger new event when a blog post is created or updated

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Confluence and Zoho Crm?

The Confluence and Zoho CRM integration empowers teams to synchronize customer data and documentation effortlessly. By linking your CRM records directly with Confluence pages, you can centralize knowledge, track sales activities, and improve communication across departments. This integration ensures your sales and support teams have instant access to the latest customer insights and project documentation without switching platforms.

Frequently asked questions

How does the Confluence and Zoho CRM integration improve team collaboration?

It allows teams to embed Zoho CRM data directly into Confluence pages, enabling real-time access to customer information and sales updates within your collaborative workspace. This reduces context switching and keeps everyone aligned.

Can I sync customer records automatically between Zoho CRM and Confluence?

Yes, the integration supports automatic syncing of key customer records and related documents, ensuring that your Confluence pages always reflect the most current CRM data.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses encrypted connections and adheres to industry-standard security protocols to protect your data and maintain compliance with privacy regulations.

Do I need technical expertise to set up the integration?

No technical expertise is required. The integration features a user-friendly setup wizard that guides you through connecting your Confluence and Zoho CRM accounts in just a few clicks.

Can I customize which Zoho CRM data appears in Confluence?

Yes, you can tailor the integration to display specific CRM modules, fields, and records within Confluence pages to match your team’s unique workflows and information needs.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Confluence and Zoho Crm?

Frequently asked questions

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