Zoho CRM and RowShare

Easily integrate Zoho CRM and RowShare without any code.

Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Zoho CRM through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Zoho CRM

Or the other way round:

When this happens in Zoho CRM

Automatically do that in RowShare

Zoho CRM Triggers and Actions

Below is a list of triggers and actions available on Zoho CRM via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Module Entry

Triggers instantaneously when any entry is created in the specified module.

New/Updated Module Entry

Triggers instantaneously when any entry is created or updated in the specified module.

New or Updated Contact

Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New Lead

Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

New User

Triggers when a new active user is added to your Zoho CRM account.

and 3 more triggers

Zoho CRM doesn't offer (yet) any Trigger on Zapier.

Actions

Update Module Entry

Update existing entry in the selected module

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Update Related Module Entry

Relates an entry in this module with an entry in another module

Create Module Entry

Creates a new entry in a module

Add Tag

Add new tag to existing module entries

and 6 more actions

Zoho CRM doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.