Act-On + Zoho CRM Integration

Integrate Act-On to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync lead records, update your marketing lists and CRM, alert your sales team, and trigger follow-ups automatically.

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1.
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • 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.
  • Act-On
    Add contact to marketing list in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Search contact in all contacts by email in Act-On
  • Act-On
    Import contacts in Act-On
  • 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

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Ready Workflows Ready Workflows for Act-On + Zoho CRM Integration

Capture leads from form submissions, create contacts in your CRM, update marketing lists, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Act-On + Zoho CRM Integration

Create Zoho CRM contact for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Zoho CRM contact and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Act-On + Zoho CRM Integration

Create Zoho CRM module for new Act-On contact

When a new contact is created in your Act-On 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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Act-On + Zoho CRM Integration

Create Zoho CRM contact for new Act-On form submission

When someone completes your Act-On, a new contact is automatically created in your Zoho CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Act-On is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Act-On - Zoho CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Act-On + Zoho CRM Integration

Create Zoho CRM module for new Act-On form submission

When you receive a new Act-On form submission, automatically a module is created for you with the responses from Act-On in Zoho CRM. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Zoho CRM with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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  • 1of1
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 Act-On + Zoho CRM flow

Connect form builders, spreadsheets, CRMs, messaging tools, and calendars to extend your automation pipeline. Pick a combination and activate it in one click.

Act-On
Zoho CRM
+
TypeformTypeform (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
T
A
Z
Add every new Typeform response to Act-On, and create a contact in Zoho CRM instantly.
New Typeform submissions land in Act-On and Zoho CRM at the same time, removing manual data entry across platforms.
A
Z
T
When a form is submitted in Act-On, create a Typeform entry record and update Zoho CRM.
Act-On form submissions update Zoho CRM and log details back to Typeform automatically.
Z
A
T
If a Zoho CRM contact is updated, add a tag in Typeform and update the contact in Act-On.
Keep Typeform response records and Act-On lists aligned whenever Zoho CRM contact details change.
T
A
Z
Use ChatGPT to summarise Typeform responses, save them in Act-On, and create a lead in Zoho CRM.
AI summarises Typeform feedback before sending clean notes into Act-On and Zoho CRM.

Supported triggers and actions for Act-On and Zoho CRM

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
Subscription category is deleted in Act-On
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Instant
Contact is added to hard bounce list in Act-On
Try it →
Instant
CRM is connected in Act-On
Try it →
Instant
CRM is disconnected in Act-On
Try it →
Instant
Subscription category is added in Act-On
Try it →
Instant
Automated program is stopped in Act-On
Try it →
Instant
Subscription category is updated in Act-On
Try it →
Instant
Contact is added to soft bounce list in Act-On
Try it →
Instant
Subscription category opt in in Act-On
Try it →
Instant
Subscription category opt out in Act-On
Try it →
Instant
Contact is added in Act-On
Try it →
Instant
Contact is updated in Act-On
Try it →
Instant
Contact opt global in in Act-On
Try it →
Instant
Contact opt global out in Act-On
Try it →
Instant
Contact marked email as spam in Act-On
Try it →
Instant
Automated program is started in Act-On
Triggers the automation when an automated program is started
Try it →
Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
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Add contact to marketing list in Act-On
Adds a contact to a marketing list
Try it →
Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
Try it →
Create or update contact in all contacts by external id in Act-On
Creates or updates a contact using external id
Try it →
Add contact to direct select segment in all contacts in Act-On
Adds a contact to a direct select segment in all contacts
Try it →
Create or update contact in marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
Try it →
Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
Try it →
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
Try it →
Import contacts in Act-On
Imports contacts to the system
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 Act-On + Zoho CRM?

Connect your marketing campaigns and CRM workflows to synchronize contacts, track submissions, and eliminate manual data entry.

What you can automate?
🔄
Sync every Act-On contact directly to Zoho CRM
Capture contact details from Act-On form submissions and create or update records in Zoho CRM automatically. Your sales team gets immediate access to fresh prospect data.
📋
Capture every submitted form field accurately
Map all custom form answers and marketing questionnaire responses from Act-On into your Zoho CRM database. Your CRM entries contain complete background information.
🔔
Notify your team the moment a lead arrives
Send instant alerts to your sales channel whenever a high-value prospect submits an Act-On form or updates their Zoho CRM record.
🔀
Route records based on submitted criteria
Apply conditional logic to direct Act-On leads to specific Zoho CRM pipelines or marketing lists based on company size or budget fields.
🔄
Keep contact records updated across platforms
Ensure email address changes, phone updates, and profile edits in Act-On reflect immediately in Zoho CRM without manual intervention.
🔍
Prevent duplicate entries with smart matching
Search existing databases by email address before creating records, ensuring Act-On and Zoho CRM update existing contacts instead of generating duplicates.
Manage status changes and lifecycle updates
Trigger automated updates in Zoho CRM whenever an automated program starts, stops, or changes status in Act-On.
🔌
Extend your workflow to external applications
Connect your Act-On and Zoho CRM pipeline with third-party tools like Slack, Google Sheets, or Typeform to build comprehensive multi-step automations.
And much more...

Who is Act-On + Zoho CRM integration for?

Marketing and sales teams managing lead generation campaigns rely on this integration to eliminate manual data entry and keep customer records synchronised.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
High-volume support teams
High-volume support teams
Operations specialists
Operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running multi-channel campaigns in Act-On but your CRM tracking records only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — automating both apps means every new submission lands in Zoho CRM instantly and your campaign reporting stays current.
Sales representatives
You need to act fast on inbound form submissions, but you find out about new prospects too late because marketing data is trapped in Act-On — with this integration, every form submission creates a Zoho CRM contact immediately so you can reach out while interest is high.
📊
Agency account managers
You answer to clients who want to see daily lead generation progress, but compiling data across Act-On and Zoho CRM takes hours of manual formatting — connecting these apps means lead volumes and contact records sync automatically so your client reports are always ready.
🚀
High-volume support teams
The volume of inbound inquiries is too high for anyone to keep up with by hand, leading to missed follow-ups between Act-On and Zoho CRM — automating both apps means every contact record is created and updated instantly without manual intervention.
🔄
Operations specialists
You own the next step in the pipeline and depend on marketing teams to hand over Act-On leads before you can create records in Zoho CRM — this integration means lead handoffs happen instantly in the background so your workflow never stalls.
🗂️
Customer success leads
You need a reliable customer history across platforms, but keep finding gaps between form submissions in Act-On and active deals in Zoho CRM — automating both apps means every interaction is logged accurately and your customer records have zero missing links.
Our team

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Why choose Integrately to automate Act-On + Zoho CRM

Build and manage your Act-On + 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 Act-On + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act-On to Zoho CRM?
Frequently Asked Questions
You can connect Act-On to Zoho CRM in 1 click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build the automation for your team.
Can I automatically sync Act-On form submissions to Zoho CRM?
Frequently Asked Questions
Can I connect Act-On, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and Zoho CRM?
Frequently Asked Questions
How does Act-On handle contact updates in this integration?
Frequently Asked Questions
Can Zoho CRM trigger updates in Act-On?
Frequently Asked Questions
Do I need coding skills to automate Act-On and Zoho CRM?
Frequently Asked Questions
Is the Act-On and Zoho CRM integration free?
Frequently Asked Questions
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