Zoho CRM + Sessions Integration

Integrate Sessions to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Convert attendees to contacts, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Sessions
    Event registration is created in Sessions Instant
  • Sessions
    Booking is created in Sessions Instant
  • Sessions
    Booking is updated in Sessions Instant
  • Sessions
    Booked event has started in Sessions Instant
  • Sessions
    Booked event has ended in Sessions Instant
  • Sessions
    Event is created in Sessions Instant
  • Sessions
    Event is updated in Sessions Instant
  • Sessions
    Event is published in Sessions Instant
  • Sessions
    Event has started in Sessions Instant
  • Sessions
    Event ended in Sessions Instant
  • Sessions
    Session is created in Sessions Instant
  • Sessions
    Session started in Sessions Instant
  • Sessions
    Session ended in Sessions Instant
  • Sessions
    Session is updated in Sessions Instant
  • Sessions
    Takeway is ready in Sessions Instant
  • Sessions
    Transcript is created in Sessions Instant
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2.
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create or Update Lead 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

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Ready Workflows Ready Workflows for Sessions + Zoho CRM Integration

Capture event registrations, create CRM leads, update contact details, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Sessions + Zoho CRM Integration

Create Zoho CRM module for new Sessions event

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new module in Zoho CRM for every new Sessions event created will help you keep track of the details of each event, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this Sessions - Zoho CRM integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!
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Connect more apps to your Sessions + Zoho CRM flow

Bring session data into your calendar, messaging, and finance tools to keep your teams aligned. Pick a combination and activate it in one click.

Zoho CRM
Sessions
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (3)
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
S
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Add every new Sessions booking to your Google Calendar and create a lead in Zoho CRM
New Sessions bookings appear in Google Calendar immediately and create a corresponding lead in Zoho CRM, keeping your schedule and pipeline perfectly aligned.
S
Z
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Create a Google Calendar event for every Sessions event registration and update your Zoho CRM contact
Event registrations in Sessions instantly generate calendar events and update your contacts in Zoho CRM.
S
Z
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When a Sessions session is created, create a module entry in Zoho CRM and add a calendar reminder
New Sessions sessions automatically create a module entry in Zoho CRM and schedule a reminder in Google Calendar.
S
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When a booked event starts in Sessions, update your Zoho CRM module entry and update the calendar event
Active sessions update your Zoho CRM module entry and adjust your Google Calendar schedule instantly.

Supported triggers and actions for Zoho CRM and Sessions

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Sessions
Sessions Triggers & Actions
Instant
Event registration is created in Sessions
Triggers the automation when someone registers for any event
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Instant
Booking is created in Sessions
Triggers the automation when a new booking is created
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Instant
Booking is updated in Sessions
Triggers the automation when a booking is updated
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Instant
Booked event has started in Sessions
Triggers the automation when a booked event start
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Instant
Booked event has ended in Sessions
Triggers the automation when a booked event ends
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Instant
Event is created in Sessions
Triggers the automation when a new event is created
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Instant
Event is updated in Sessions
Triggers the automation when any event is updated
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Instant
Event is published in Sessions
Triggers the automation when any event is published
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Instant
Event has started in Sessions
Triggers the automation when any event starts
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Instant
Event ended in Sessions
Triggers the automation when any event comes to an end
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Instant
Session is created in Sessions
Triggers the automation when a session is created
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Instant
Session started in Sessions
Triggers the automation when a session starts
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Instant
Session ended in Sessions
Triggers the automation when a session ends
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Instant
Session is updated in Sessions
Triggers the automation when a session is updated
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Instant
Takeway is ready in Sessions
Triggers the automation when a takeaway is ready
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Instant
Transcript is created in Sessions
Triggers the automation when a new transcript is created
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No action is available

What can you automate with Sessions + Zoho CRM?

Streamline your webinar workflows by automatically syncing registrations, contacts, and session data directly into your CRM.

What you can automate?
🔄
Sync Sessions bookings to Zoho CRM leads
Automatically create a new lead in Zoho CRM the moment a booking or event registration is created in Sessions, eliminating manual copy-pasting.
📋
Capture every submitted field and question
Map all attendee form answers and registration details directly into Zoho CRM custom fields instead of just names and email addresses.
🔔
Notify your sales team instantly on Slack
Trigger instant Slack channel alerts whenever a high-value prospect registers for your Sessions event or completes a demo.
🔀
Route leads based on submitted criteria
Check submitted form responses or company tiers to create priority or standard leads in Zoho CRM accordingly.
📝
Log session transcripts and notes automatically
Attach generated session transcripts and meeting summaries directly as notes inside your Zoho CRM module entries.
🔍
Search and update existing contacts
Search for existing records in Zoho CRM before updating them, preventing duplicate contact creation during busy webinar events.
⏱️
Handle event status changes in real time
Update Zoho CRM module entries automatically when booked events start, end, or get rescheduled in Sessions.
📊
Extend flows into spreadsheets and calendars
Send attendee lists to Google Sheets or schedule follow-up meetings in Google Calendar right after your Zoho CRM update.
And much more...

Who is Sessions + Zoho CRM integration for?

Connecting Sessions and Zoho CRM helps sales, marketing, and event teams eliminate manual data entry and keep customer pipelines fully updated.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Revenue operations leads
Revenue operations leads
Customer success teams
Customer success teams
Event coordinators
Event coordinators
📈
Performance marketers
You're running webinars in Sessions but your CRM contacts only update when someone manually exports attendees, so your conversion tracking is always outdated — automating both apps means every new registration lands in Zoho CRM instantly and your pipeline stays current.
Sales reps
You need to follow up with webinar attendees immediately, but finding their details across platforms slows you down — connecting these apps means every booking instantly creates a lead in Zoho CRM so you can reach out while interest is high.
🤝
Account managers
You present product demos in Sessions and need to log client notes in Zoho CRM, but manual updates lead to missing history — this integration means every session creates structured records and notes automatically.
📈
Revenue operations leads
You manage high volumes of event registrations that require manual data clean-up, creating bottlenecks in your reporting — automating both apps means clean lead creation and zero data gaps across your tech stack.
🎯
Customer success teams
You host onboarding sessions in Sessions and depend on sales hand-offs to update CRM statuses, but delays leave you in the dark — with this integration, participant updates flow straight into Zoho CRM without manual intervention.
🗂️
Event coordinators
You organise multiple sessions weekly and struggle to maintain accurate attendance records in your database — connecting these apps means every registration and booking updates your CRM without extra paperwork.
Our team

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

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Why choose Integrately to automate Zoho CRM + Sessions

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + Sessions 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Sessions to Zoho CRM?
Frequently Asked Questions
You can connect Sessions to Zoho CRM in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your favorite apps.
Can I automatically create Zoho CRM leads from Sessions event registrations?
Frequently Asked Questions
Can I connect Sessions, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sessions and Zoho CRM?
Frequently Asked Questions
How do Sessions triggers work with Zoho CRM actions?
Frequently Asked Questions
Can I update existing Zoho CRM contacts from Sessions events?
Frequently Asked Questions
Do I need coding skills to automate Sessions and Zoho CRM?
Frequently Asked Questions
Is the Sessions and Zoho CRM integration free?
Frequently Asked Questions
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