Zoho CRM and Circle Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Create Comment

Creates a comment on a post in Circle.

Create Post

Create a new post in a selected space within your Circle community.

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 Zoho Crm and Circle?

The Zoho CRM and Circle integration empowers businesses to synchronize customer relationship management with community interactions. By linking Zoho CRM's robust sales and contact management capabilities with Circle's dynamic community platform, teams can deliver personalized experiences, streamline communication, and enhance customer retention. This integration automates data flow between platforms, enabling real-time updates on customer status, activity, and engagement without manual effort.

Frequently asked questions

What benefits does the Zoho CRM and Circle integration offer?

This integration centralizes customer data and community activity, allowing your team to gain a holistic view of customer interactions. It enhances personalized marketing, improves customer support, and drives engagement by syncing contact details, membership status, and activity between Zoho CRM and Circle automatically.

How do I set up the integration between Zoho CRM and Circle?

To set up the integration, navigate to your Circle workspace settings and select the Zoho CRM integration option. Authenticate your Zoho CRM account, configure the data sync preferences such as which contact fields and community activities to sync, and enable the integration. Detailed setup guides are available in both platforms’ support centers.

Can I customize which data syncs between Zoho CRM and Circle?

Yes, the integration allows you to customize data synchronization. You can choose specific contact fields, tags, and community membership details to sync, ensuring that only relevant information flows between Zoho CRM and Circle based on your business needs.

Is data synced in real-time between Zoho CRM and Circle?

The integration supports near real-time synchronization, ensuring that updates in Zoho CRM or Circle are reflected promptly in the other platform. This keeps your sales, marketing, and support teams aligned with the latest customer and community information.

Does this integration support automation workflows?

Yes, by connecting Zoho CRM and Circle, you can leverage automation workflows to trigger actions such as updating CRM records based on community engagement or sending targeted messages to community members based on CRM data, streamlining your customer management processes.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Circle?

Frequently asked questions

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