Zoho CRM
How to connect Zoho CRM using Zapier
Zapier is a powerful integration platform that seamlessly connects thousands of tools with each other, including Cascade!
All you need to get started is a Cascade Premium or Enterprise subscription and a Zapier account.
Zoho CRM
Trigger
Cascade Action
Zoho CRM
Action
How does the integration work?
Using Zapier, Cascade allows you to update several important pieces of information from any app avalible on Zapier, such as:
- Update Action Current Progress
- Update Measure Current Value
- Update Measure Historical Value
Note: Cascade’s Zapier integration is currently in Beta. We are actively working on adding new Capabilities, Triggers and Actions. Stay tuned for more soon!
What is
Zoho CRM
?
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Ready to get started with Zapier?
If you already have a Cascade Premium or Enterprise subscription and you’re ready to get creative, you get started now with Zapier!
Integrate Zoho CRM with Cascade
If you're managing your customer data, lead opportunities, sales number, deal probabilities, pipeline value, CLV, and so on in Zoho CRM, and want to bring it to Cascade, then here it is - a very easy and quick way to integrate and track actions or KPIs.
This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and your Zoho CRM accounts.
Remember that the steps in this article provide a general guideline, and the specific steps and details may vary based on the features and capabilities provided by Zoho CRM and Cascade at the time of your integration. Please reach out to us for assistance if you are looking to connect Zoho CRM with Cascade and create an automated workflow.
For users wanting more from an integration with Zoho CRM, our "Enterprise+" subscription now includes custom integration options. This allows for a tailored approach to meet specific needs, enhancing the functionality and efficiency of your strategic planning within Cascade. If you are interested in a more bespoke integration with Zoho CRM, please get in touch and we can explore your options further.
Prerequisites
Before you establish the connection, it is important that these prerequisites are met:
Cascade:
- A ‘Paid’ tier account in Cascade to access Zapier connections.
- A Measure that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your Zoho CRM app.
- The tracking type of the measure is set as Zapier, with the initial and target values defined.
Zapier:
A valid Zapier account.
Zoho CRM:
- A 'paid' Zoho CRM account.
- Admin privileges with your Zoho domain address.
- A deal in Zoho CRM app that has the measure's data point (that needs to be updated in Cascade).
How to automate workflow between Zoho CRM and Cascade?
- Log into your Zapier account.
- Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.
- Choose Zoho CRM as the Trigger App.
- Select the specific trigger event, such as "Deal updated" or any other event that you want to use as a trigger.
- Connect your Zoho CRM account to Zapier by providing the necessary authentication.
- Perform a test to ensure that Zapier can trigger based on the selected Zoho CRM event.
- Choose Cascade as the Action App.
- Select the specific action event, such as "Update Measure's current progress" or any other action you want to perform in Cascade.
- Connect your Cascade account to Zapier by providing the necessary authorization.
- Map the data fields from Zoho CRM to corresponding fields in Cascade.
- Perform a test to ensure that Zapier can send data from Zoho CRM to Cascade successfully.
- Once both the trigger and action steps are configured and tested successfully, turn on your Zap. This will make it live and start automating the data transfer between Zoho CRM and Cascade.
To understand the different triggers from Zoho CRM, troubleshooting, and other related help information with the Zoho CRM- Zapier workflows, please search for "Zoho CRM" in the Zapier Help Center.
FAQs
My test with Zapier was unsuccessful. How should I proceed?
You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.
There is a connection error with Zapier.
Start a new zap connection and redo the steps.
New entry trigger does not work.
Custom Modules are not currently supported by this trigger. Zoho CRM's API limits you to the standard modules listed here.
"404 or Troubleshoot" error.
Please check if you've a measure created in Cascade with Zapier chosen as Tracking. Create a new zap, and redo the steps. If the issue persists, please contact us.
I've completed all the steps, and yet the Publish to Zap is disabled. Why?
Look out for
against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.
