Zoho CRM + Raisely Integration

Connect Zoho CRM to Raisely - Automate your workflows in 1-click

Make use of Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Raisely automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Zoho CRM + Raisely integration.
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Zoho CRM + Raisely Integration

Create Raisely person for new Zoho CRM contact

If you're using Zoho CRM to manage your sales leads, it's important to also use Raisely to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Zoho CRM, a corresponding person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Raisely + Zoho CRM Integration

Create Zoho CRM module for new Raisely person

When a new person is created in your Raisely software, automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Create Your Own Zoho CRM & Raisely Integration Without Any Code

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Zoho CRM + Raisely Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM

    Triggers the automation whenever a contact is updated

  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM

    Triggers the automation whenever a module entry is created or updated

    Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM

    Triggers the automation whenever any module entry is modified

    Instant
  • Zoho CRM
    Module entry is added in Zoho CRM

    Triggers the automation whenever a new entry is added to a module

    Instant
  • Zoho CRM
    Lead is created in Zoho CRM

    Triggers the automation whenever the lead information is updated

  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM

    Triggers the automation whenever a new account is created

  • Raisely
    New campaign is created in Raisely

    Triggers the automation whenever a new campaign is created

  • Raisely
    Donation is created in Raisely

    Triggers the automation whenever donation is made

    Instant
  • Raisely
    New interactions is created in Raisely

    Triggers the automation whenever a new interaction is created

  • Raisely
    Person is created in Raisely

    Triggers the automation whenever a new person is created

    Instant
  • Raisely
    Profile is created in Raisely

    Triggers the automation whenever a new profile is created

    Instant
2.
  • Zoho CRM
    Add attachment in Zoho CRM

    Automatically adds an attachment to an email or message

  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM

    Automatically creates a new entry in a module

  • Zoho CRM
    Create or Update Module Entry in Zoho CRM

    Automatically creates or updates an entry in a module

  • Zoho CRM
    Update module entry in Zoho CRM

    Automatically updates the information for a module entry

  • Zoho CRM
    Search module entry in Zoho CRM

    Automatically searches for a module entry

  • Zoho CRM
    Get module entry by Id in Zoho CRM

    Automatically retrieves a module entry using its ID

  • Zoho CRM
    Create or Update Contact in Zoho CRM

    Automatically adds or update contact information

  • Zoho CRM
    Search contact in Zoho CRM

    Automatically finds and retrieves contact information

  • Zoho CRM
    Convert lead in Zoho CRM

    Automatically convert potential leads into customers

  • Zoho CRM
    Search lead in Zoho CRM

    Automatically retrieves information for a particular lead

  • Zoho CRM
    Add note to module entry in Zoho CRM

    Automatically adds a note to a module entry

  • Zoho CRM
    Add tag in Zoho CRM

    Triggers the automation whenever a new contact is created

  • Raisely
    Create person in Raisely

    Automatically generates a new person

  • Raisely
    Search person in Raisely

    Automatically retrieves information about a person

  • Raisely
    Update person in Raisely

    Automatically updates the information of a person

  • Raisely
    Add tag in Raisely

    Automatically assigns tags to particular items

  • Raisely
    Create offline donation in Raisely

    Automatically logs a new offline donation

  • Raisely
    Add interaction in Raisely

    Automatically adds an interaction

  • Raisely
    Search tag in Raisely

    Automatically searches for a tag

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Integrate Zoho CRM & Raisely In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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