Zoho CRM and Confluence 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 Page

Creates a new page in the space.

Create Post

Creates a new page or blog post on Confluence.

Delete Post

Removes a blog post from Confluence by its ID. Use with caution, the action is irreversible.

Search Content

Searches for content using the Confluence Query Language (CQL).

Update a Post

Updates a page or blog post on Confluence by its ID.

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 Confluence?

The Zoho CRM and Confluence integration empowers your team to effortlessly link customer data with collaborative knowledge bases. Automatically sync contacts, deals, and customer insights from Zoho CRM into Confluence pages, enabling sales, support, and marketing teams to access up-to-date information in one centralized platform. Enhance collaboration, improve documentation accuracy, and accelerate decision-making by bridging your CRM and content management systems.

Frequently asked questions

What benefits does integrating Zoho CRM with Confluence provide?

Integrating Zoho CRM with Confluence centralizes customer data and documentation, improves team collaboration, reduces manual data entry, and ensures your sales and support teams have instant access to the latest customer insights and knowledge resources.

How do I set up the Zoho CRM and Confluence integration?

You can set up the integration by installing the Zoho CRM add-on within Confluence or using a third-party integration platform. Follow the step-by-step authentication and configuration process to connect your Zoho CRM account with your Confluence workspace securely.

Can I sync specific data from Zoho CRM to Confluence?

Yes, the integration allows you to customize which data types—such as contacts, deals, or tasks—are synced to Confluence. You can tailor the synchronization to fit your team's workflow and information needs.

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

Depending on the integration setup, data synchronization can be real-time or scheduled at regular intervals. This ensures your Confluence pages always reflect the most current CRM information.

Is my data secure when using the Zoho CRM and Confluence integration?

Absolutely. The integration uses secure authentication protocols and adheres to industry-standard data protection practices to keep your customer information safe throughout synchronization.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Confluence?

Frequently asked questions

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