Salesmate and Zoho CRM integration

Save yourself the work of writing custom integrations for Salesmate and Zoho CRM and use n8n instead. Build adaptable and scalable Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

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How to connect Salesmate and Zoho CRM

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Salesmate and Zoho CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Salesmate and Zoho CRM nodes

You can find Salesmate and Zoho CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Salesmate and Zoho CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Salesmate and Zoho CRM integration: Add and configure Salesmate and Zoho CRM nodes

Step 3: Connect Salesmate and Zoho CRM

A connection establishes a link between Salesmate and Zoho CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesmate and Zoho CRM integration: Connect Salesmate and Zoho CRM

Step 4: Customize and extend your Salesmate and Zoho CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesmate and Zoho CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesmate and Zoho CRM integration: Customize and extend your Salesmate and Zoho CRM integration

Step 5: Test and activate your Salesmate and Zoho CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Salesmate to Zoho CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesmate and Zoho CRM integration: Test and activate your Salesmate and Zoho CRM workflow

Build your own Salesmate and Zoho CRM integration

Create custom Salesmate and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Salesmate supported actions

Activity
Company
Deal

Create

Create an activity

Delete

Delete an activity

Get

Get an activity

Get Many

Get many companies

Update

Update an activity

Create

Create a company

Delete

Delete a company

Get

Get a company

Get Many

Get many companies

Update

Update a company

Create

Create a deal

Delete

Delete a deal

Get

Get a deal

Get Many

Get many deals

Update

Update a deal

Zoho CRM supported actions

Create

Create an account

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Update

Update an account

Create

Create a contact

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a deal

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create an invoice

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an invoice

Get

Get an invoice

Get Many

Get many invoices

Update

Update an invoice

Create

Create a lead

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Fields

Get lead fields

Get Many

Get many leads

Update

Update a lead

Create

Create a product

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a product

Get

Get a product

Get Many

Get many products

Update

Update a product

Create

Create a purchase order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a purchase order

Get

Get a purchase order

Get Many

Get many purchase orders

Update

Update a purchase order

Create

Create a quote

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a quote

Get

Get a quote

Get Many

Get many quotes

Update

Update a quote

Create

Create a sales order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a sales order

Get

Get a sales order

Get Many

Get many sales orders

Update

Update a sales order

Create

Create a vendor

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a vendor

Get

Get a vendor

Get Many

Get many vendors

Update

Update a vendor

Salesmate and Zoho CRM integration details

Salesmate is a truly intelligent sales CRM (Customer Relationship Management) that reduces pain by helping you be more productive. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Salesmate node docs + examples

Salesmate credential docs

See Salesmate integrations

Related categories

Sales

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

Zoho CRM node docs + examples

Zoho CRM credential docs

See Zoho CRM integrations

Related categories

Communication

Sales

Other integrations with Salesmate