Order Desk + Zoho CRM Integration

Integrate Order Desk to Zoho CRM in one click, or tell Integrately AI how you want each order handled. Create contacts, update modules, add notes, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Order Desk
    Order is created in Order Desk
  • Order Desk
    Order folder is changed in Order Desk
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
Arrow Right
2.
  • Order Desk
    Search order in Order Desk
  • Order Desk
    Create order in Order Desk
  • Order Desk
    Add note to order in Order Desk
  • Order Desk
    Set the checkout data or metadata of an order in Order Desk
  • Order Desk
    Add shipment to order in Order Desk
  • Order Desk
    Change order folder in Order Desk
  • Order Desk
    Change order tag in Order Desk
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Order Desk + Zoho CRM Integration

Create CRM contacts, update order folders, log notes, and add tracking details, all in just one click.

Most popular automationsmost-popular-automations
Order Desk + Zoho CRM Integration

Create Zoho CRM module for new Order Desk order

With this Order Desk - Zoho CRM integration, whenever a new Order Desk order is placed, a new Zoho CRM module will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Zoho CRM spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
See more
Order Desk + Zoho CRM Integration

Create Zoho CRM contact from new Order Desk order

As an online store owner, you're likely using Order Desk to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Order Desk with Zoho CRM? This integration will allow you to automatically create a contact for each new order in Zoho CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Order Desk + Zoho CRM flow

Sync new store data to your CRM, alert your team in messaging channels, and trigger accounting updates. Pick a combination and activate it in one click.

Order Desk
Zoho CRM
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
StripeStripe (4)
S
O
Z
When a new order is created in Shopify, create an order in Order Desk and add the contact in Zoho CRM.
New Shopify orders instantly generate corresponding order records in Order Desk and update contacts in Zoho CRM without manual intervention.
S
O
Z
When a Shopify order is fulfilled, add shipment to order in Order Desk and update the module entry in Zoho CRM.
Fulfillment updates in Shopify automatically log tracking details in Order Desk and update corresponding CRM module entries.
S
O
Z
If a Shopify order is flagged high risk, add a note to order in Order Desk and create a priority lead in Zoho CRM.
Risk assessment data from Shopify triggers security notes in Order Desk and priority lead creation in Zoho CRM.
S
O
Z
When a Shopify order is cancelled, change order folder in Order Desk and update the contact in Zoho CRM.
Cancelled store orders automatically update your fulfillment folders in Order Desk and sync contact statuses in Zoho CRM.

Supported triggers and actions for Order Desk and Zoho CRM

Mix and match to build the exact automation you need

Order Desk
Order Desk Triggers & Actions
Order is created in Order Desk
Triggers the automation when a new order is created
Try it →
Order folder is changed in Order Desk
Triggers the automation when an order is moved to a different folder
Try it →
Search order in Order Desk
Search a specific order by Email
Try it →
Create order in Order Desk
Creates a new order
Try it →
Add note to order in Order Desk
Adds a note to the order
Try it →
Set the checkout data or metadata of an order in Order Desk
Sets the checkout data or metadata for an order
Try it →
Add shipment to order in Order Desk
Adds shipment details to an existing order
Try it →
Change order folder in Order Desk
Move order to a different folder
Try it →
Change order tag in Order Desk
Updates the order tag
Try it →
Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
Try it →
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it →
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it →
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it →
Lead is created in Zoho CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
Try it →
User is created in Zoho CRM
Triggers the automation when a new user is created
Try it →
Create or Update Lead in Zoho CRM
Try it →
Add attachment in Zoho CRM
Adds an attachment to an email or message
Try it →
Create module entry in Zoho CRM
Creates a new entry in a module
Try it →
Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
Try it →
Update module entry in Zoho CRM
Updates the information for a module entry
Try it →
Search module entry in Zoho CRM
Searches for a module entry
Try it →
Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
Try it →
Create or Update Contact in Zoho CRM
Adds or update contact information
Try it →
Search contact in Zoho CRM
Finds and retrieves contact information
Try it →
Convert lead in Zoho CRM
Convert potential leads into customers
Try it →
Search lead in Zoho CRM
Retrieves information for a particular lead
Try it →
Add note to module entry in Zoho CRM
Adds a note to a module entry
Try it →
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →

What can you automate with Order Desk + Zoho CRM?

Sync your custom order workflows with contact management to eliminate manual data entry and keep your CRM updated in real time.

What you can automate?
🔄
Sync Orders to CRM Contacts Instantly
Automatically generate a contact in Zoho CRM every time a new order is created in Order Desk. Eliminate manual data transfer and keep your customer database up to date.
📋
Capture Every Submitted Field and Order Note
Map all custom order details, metadata, and notes from Order Desk directly into Zoho CRM module entries. Ensure your team has complete context for every transaction.
🔔
Alert Your Team on Status Changes
Trigger instant team notifications whenever an order folder changes in Order Desk or a lead is updated in Zoho CRM. Keep stakeholders informed without manual check-ins.
🔀
Route Orders Based on Custom Tags
Apply conditional branching to send VIP orders to priority CRM pipelines while routing standard orders to regular queues. Tailor your automation to match your business rules.
📊
Keep Destination Records Up to Date
Automatically update Zoho CRM module entries whenever order folders or tracking details change in Order Desk. Maintain accurate records across both platforms.
🔍
Prevent Duplicate Records with Smart Search
Search existing contacts and module entries before creating new records in Zoho CRM. Keep your database clean and organized without manual deduplication.
⚙️
Manage Refunds and Cancellations Automatically
Process order cancellations and refunds by updating order folders in Order Desk and adjusting CRM statuses instantly. Keep financial and fulfillment logs aligned.
🌐
Extend Workflows with Supporting Apps
Connect your Order Desk and Zoho CRM flow with Slack, Shopify, or Gmail to notify teams, create invoices, or send confirmation emails automatically.
And much more...

Who is Order Desk + Zoho CRM integration for?

Operations teams, sales managers, and order processors who need automated sync between order workflows and CRM records benefit from this integration.

Data analysts
Data analysts
Sales managers
Sales managers
Account managers
Account managers
Fulfillment coordinators
Fulfillment coordinators
Customer support agents
Customer support agents
Operations leads
Operations leads
📈
Data analysts
You're pulling performance reports from Order Desk while sales tracks contacts in Zoho CRM, but manual exports leave your dashboard missing key entries — with this integration, every order syncs directly and your reporting data stays accurate.
Sales managers
You need to act fast when new buyers complete purchases, but delays in updating CRM records mean reps find out hours later — automating both apps means every order instantly updates your CRM contacts and speeds up outreach.
🤝
Account managers
Your clients expect prompt follow-ups based on their order status, but disconnected systems make it hard to check recent purchases — connecting these apps means order details appear in your CRM instantly and client reviews become seamless.
📦
Fulfillment coordinators
The volume of daily orders is too high for anyone to keep up by hand, leading to missed shipments and scattered customer records — with this integration, every order transitions smoothly into fulfillment and your workflow stays organized.
🎯
Customer support agents
You own the post-purchase support experience and depend on sales to hand over account details, but information gaps cause frustrating delays — automating both apps means order history and CRM records are always linked.
🗂️
Operations leads
You need a reliable audit history for every transaction, but manual data entry leaves frustrating gaps in your tracking logs — connecting these apps means every order and contact update is recorded automatically.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Order Desk + Zoho CRM

Build and manage your Order Desk + Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Order Desk + Zoho CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Order Desk to Zoho CRM?
Frequently Asked Questions
You can connect Order Desk to Zoho CRM in 1 click using ready-made templates on Integrately. With 42,000+ active users, you can also use Integrately AI to set up custom workflows across Shopify, Slack, and 1,500+ other apps without coding.
Can I automatically create Zoho CRM contacts from new Order Desk orders?
Frequently Asked Questions
Can I connect Order Desk, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Order Desk and Zoho CRM?
Frequently Asked Questions
How does Order Desk handle order folders and metadata during automation?
Frequently Asked Questions
How are Zoho CRM contacts and module entries updated in the integration?
Frequently Asked Questions
Do I need coding skills to automate Order Desk and Zoho CRM?
Frequently Asked Questions
Is the Order Desk and Zoho CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Order Desk or Zoho CRM With 1500+ Other Apps

Order Desk
Popular Order Desk Integrations
Connect Order Desk with shipping, inventory, and fulfillment platforms to streamline your order management pipeline.
Zoho CRM
Popular Zoho CRM Integrations
Sync Zoho CRM with marketing, support, and billing tools to keep customer communications aligned across teams.
See All
Zoho CRM Integrations arrow right
No popular apps found