Zoho CRM + Apex27 Integration

Integrate Apex27 to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync properties and clients, update your CRM records, alert your team, and trigger follow-ups automatically.

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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
  • Apex27
    Valuation is created in Apex27 Instant
  • Apex27
    Lead is created in Apex27 Instant
  • Apex27
    Contact is created in Apex27 Instant
  • Apex27
    Contact is Updated in Apex27 Instant
  • Apex27
    Contact is deleted in Apex27 Instant
  • Apex27
    Lead is updated in Apex27 Instant
  • Apex27
    Lead is deleted in Apex27 Instant
  • Apex27
    Listing is created in Apex27 Instant
  • Apex27
    Listing is updated in Apex27 Instant
  • Apex27
    Listing is deleted in Apex27 Instant
  • Apex27
    Offer is created in Apex27 Instant
  • Apex27
    Offer is updated in Apex27 Instant
  • Apex27
    Offer is Deleted in Apex27 Instant
  • Apex27
    Valuation is updated in Apex27 Instant
  • Apex27
    Viewing is created in Apex27 Instant
  • Apex27
    Viewing is updated in Apex27 Instant
  • Apex27
    Viewing is deleted in Apex27 Instant
  • Apex27
    Task is created in Apex27 Instant
  • Apex27
    Task is updated in Apex27 Instant
  • Apex27
    Task is deleted in Apex27 Instant
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2.
  • 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
  • Apex27
    Delete contact in Apex27
  • Apex27
    Create lead in Apex27
  • Apex27
    Delete lead in Apex27
  • Apex27
    Create task in Apex27
  • Apex27
    Update task in Apex27
  • Apex27
    Search task in Apex27
  • Apex27
    Delete task in Apex27
  • Apex27
    Create contact in Apex27
  • Apex27
    Update contact in Apex27
  • Apex27
    Search contact in Apex27
  • Apex27
    Create viewing in Apex27
  • Apex27
    Create listing in Apex27
  • Apex27
    Update listing in Apex27
  • Apex27
    Update viewing in Apex27
  • Apex27
    Search listing in Apex27
  • Apex27
    Search viewing in Apex27
  • Apex27
    Update lead in Apex27
  • Apex27
    Search lead in Apex27
  • Apex27
    Upload image for listing in Apex27

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Ready Workflows Ready Workflows for Apex27 + Zoho CRM Integration

Capture contacts, organise properties, keep CRM records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Apex27 + Zoho CRM Integration

Create Zoho CRM contact for new Apex27 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Apex27 - Zoho CRM integration, anytime a new Apex27 contact is created, an Zoho CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Apex27 + Zoho CRM Integration

Create Zoho CRM module for new Apex27 contact

When a new contact is created in your Apex27, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Zoho CRM + Apex27 Integration

Create Apex27 contact for new Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zoho CRM - Apex27 integration, anytime a new Zoho CRM contact is created, an Apex27 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Zoho CRM + Apex27 Integration

Create Apex27 contact for new Zoho CRM module

Automatically creating Apex27 contact records for new Zoho CRM module entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Zoho CRM + Apex27 Integration

Create Apex27 task for new Zoho CRM contact

In Zoho CRM, when you create a contact, it automatically creates a task in Apex27 for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Apex27 + Zoho CRM flow

Sync new contacts to your email campaigns, schedule property viewings, and alert your team on messaging apps. Pick a combination and activate it in one click.

Zoho CRM
Apex27
+
Google CalendarGoogle Calendar (6)
+
MailchimpMailchimp (5)
+
HubSpotHubSpot (5)
+
GmailGmail (5)
+
TwilioTwilio (5)
+
SlackSlack (5)
A
G
Z
Schedule a Google Calendar viewing for every new Apex27 contact, update Zoho CRM, and confirm the booking.
New Apex27 contacts instantly generate Google Calendar viewings while updating Zoho CRM, eliminating manual scheduling errors.
A
G
Z
Create a Google Calendar meeting when an Apex27 valuation is created, and update Zoho CRM automatically.
Valuation appointments land in Google Calendar and sync with Zoho CRM the moment they are booked in Apex27.
A
G
Z
When an Apex27 viewing is updated, update the Google Calendar event and refresh Zoho CRM records.
Viewing time changes in Apex27 instantly update your Google Calendar schedule and sync with Zoho CRM.
A
G
Z
Create a Google Calendar meeting for every updated Apex27 task and sync the notes to Zoho CRM.
Task updates in Apex27 automatically schedule Google Calendar follow-ups and update Zoho CRM notes.
A
G
Z
If an Apex27 viewing is created with priority status, schedule a Google Calendar slot and update Zoho CRM.
Priority viewings in Apex27 trigger immediate Google Calendar scheduling and high-priority Zoho CRM updates.
A
G
Z
C
Use Claude to summarise viewing feedback in Apex27, schedule a Google Calendar follow-up, and update Zoho CRM.
Claude summarises Apex27 viewing feedback, schedules a Google Calendar slot, and updates Zoho CRM automatically.

Supported triggers and actions for Zoho CRM and Apex27

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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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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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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Apex27
Apex27 Triggers & Actions
Instant
Valuation is created in Apex27
Triggers when a valuation is created
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Instant
Lead is created in Apex27
Triggers when a lead is created
Try it →
Instant
Contact is created in Apex27
Triggers the automation when a new contact is created
Try it →
Instant
Contact is Updated in Apex27
Triggers when a contact is updated
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Instant
Contact is deleted in Apex27
Triggers when a contact is deleted
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Instant
Lead is updated in Apex27
Triggers when a lead is updated
Try it →
Instant
Lead is deleted in Apex27
Triggers when a lead is deleted
Try it →
Instant
Listing is created in Apex27
Triggers when a listing is created
Try it →
Instant
Listing is updated in Apex27
Triggers when a listing is updated
Try it →
Instant
Listing is deleted in Apex27
Triggers when a listing is deleted
Try it →
Instant
Offer is created in Apex27
Triggers when an offer is created
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Instant
Offer is updated in Apex27
Triggers when an offer is updated
Try it →
Instant
Offer is Deleted in Apex27
Triggers when an offer is deleted
Try it →
Instant
Valuation is updated in Apex27
Triggers when a valuation is updated
Try it →
Instant
Viewing is created in Apex27
Triggers when a viewing is created
Try it →
Instant
Viewing is updated in Apex27
Triggers when a viewing is updated
Try it →
Instant
Viewing is deleted in Apex27
Triggers when a viewing is deleted
Try it →
Instant
Task is created in Apex27
Triggers when a task is created
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Instant
Task is updated in Apex27
Triggers when a task is updated
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Instant
Task is deleted in Apex27
Triggers when a task is deleted
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Delete contact in Apex27
Delete a contact
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Create lead in Apex27
Create a lead
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Delete lead in Apex27
Delete a lead
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Create task in Apex27
Create a task
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Update task in Apex27
Update a task
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Search task in Apex27
Search for a task
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Delete task in Apex27
Delete a task
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Create contact in Apex27
Adds a new contact to the database
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Update contact in Apex27
Updates contact information with new details
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Search contact in Apex27
Finds and retrieves contact information
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Create viewing in Apex27
Schedules a new viewing
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Create listing in Apex27
Creates a new listing
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Update listing in Apex27
Updates product information on the listing page
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Update viewing in Apex27
Updates a viewing
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Search listing in Apex27
Searches for a listing
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Search viewing in Apex27
Searches for a viewing
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Update lead in Apex27
Updates the lead information
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Search lead in Apex27
Retrieves information for a particular lead
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Upload image for listing in Apex27
Adds images to your listing
Try it →

What can you automate with Apex27 + Zoho CRM?

Streamline your real estate operations by automatically syncing contacts, properties, viewings, and offers between Apex27 and Zoho CRM.

What you can automate?
🔄
Sync new contacts and leads instantly
Every new contact or lead created in Apex27 flows straight into Zoho CRM without manual copy-pasting or delayed exports.
📋
Capture every submitted property and viewing field
Map all custom property attributes, viewing notes, and valuation details into your Zoho CRM modules instead of just basic names.
🔔
Alert your team the moment events occur
Trigger instant notifications or messages whenever new viewing appointments, property offers, or valuations are registered in Apex27.
🔀
Route records based on submitted criteria
Apply conditional rules so high-value property listings or VIP buyer leads update specialized modules in Zoho CRM.
✏️
Keep Zoho CRM records updated automatically
When viewing schedules, task statuses, or contact details change in Apex27, your Zoho CRM database updates in real time.
🔍
Match existing records to prevent duplicates
Search and update existing contacts or leads in Zoho CRM rather than generating messy duplicate records for returning clients.
📊
Handle offer and valuation lifecycle changes
Automate updates when property offers are created, updated, or deleted so your sales pipeline reflects accurate transaction stages.
🔌
Extend your workflow to external apps
Connect your core Apex27 and Zoho CRM pipeline with messaging tools, calendars, or email marketing platforms for complete automation.
And much more...

Who is Apex27 + Zoho CRM integration for?

Real estate professionals and sales teams rely on this integration to eliminate manual data entry, keep client records synchronised across platforms, and accelerate follow-up times.

Real estate analysts
Real estate analysts
Sales managers
Sales managers
Account directors
Account directors
Operations coordinators
Operations coordinators
Lettings negotiators
Lettings negotiators
Compliance officers
Compliance officers
📈
Real estate analysts
You track property listings and valuations in Apex27, but management reporting dashboards only update when records are exported manually, so your pipeline metrics are always outdated — with this integration, every property change lands in Zoho CRM instantly and your reporting data stays current.
Sales managers
You handle inbound property enquiries in Apex27, but agents find out about new leads hours later because notifications get buried, so prospective buyers slip away — automating both apps means every lead reaches Zoho CRM immediately and your team engages buyers without delay.
📋
Account directors
You manage client property portfolios in Apex27, but stakeholders request manual status updates because CRM records do not reflect daily viewing activities, so client trust gets strained — connecting these apps means viewing updates sync automatically and clients see accurate progress.
🔄
Operations coordinators
You process high volumes of client registrations in Apex27, but manual entry causes severe backlogs and missed lead records, so customer onboarding slows down — this integration means every new submission creates a Zoho CRM record instantly and your team avoids backlogs.
🤝
Lettings negotiators
You schedule property viewings in Apex27, but sales reps depend on manual handoffs to update client notes in the CRM, so follow-up tasks get missed — automating both apps means viewing updates trigger instant Zoho CRM actions and negotiators pick up tasks right away.
📁
Compliance officers
You log property offers and client updates in Apex27, but fragmented record-keeping leaves audit trails incomplete across your software stack, so compliance checks become stressful — with this integration, every transaction history syncs reliably to Zoho CRM and audit gaps disappear.
Our team

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Why choose Integrately to automate Zoho CRM + Apex27

Build and manage your Zoho CRM + Apex27 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 + Apex27 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Apex27 to Zoho CRM?
Frequently Asked Questions
You can connect Apex27 to Zoho CRM in 1-click using ready automation templates on Integrately, or ask Integrately AI to build the workflow. It links Apex27, Zoho CRM, and apps like Slack, Google Calendar, and Gmail instantly.
Can I automatically sync Apex27 property listings to Zoho CRM?
Frequently Asked Questions
Can I connect Apex27, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apex27 and Zoho CRM?
Frequently Asked Questions
How are new Apex27 contacts handled in Zoho CRM?
Frequently Asked Questions
Can Zoho CRM updates trigger actions in Apex27?
Frequently Asked Questions
Do I need coding skills to automate Apex27 and Zoho CRM?
Frequently Asked Questions
Is the Apex27 and Zoho CRM integration free?
Frequently Asked Questions
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