Zoho CRM + Instamojo Integration

Integrate Instamojo to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Track every payment, create contacts, update leads, 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
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
Arrow Right
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

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Ready Workflows Ready Workflows for Instamojo + Zoho CRM Integration

Capture payments, create contacts, update leads, notify your sales team, and trigger follow-ups, all in just one click.

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

Create Zoho CRM contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Zoho CRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Zoho CRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Zoho CRM, be sure to check it out!
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Instamojo + Zoho CRM Integration

Create Zoho CRM module for new Instamojo payment

With the help of this Instamojo - Zoho CRM integration, whenever a new payment is created in Instamojo, a corresponding module will be created in Zoho CRM. This module will include the data from the payment, including the payment amount, the date of the payment, and the name of the person who made the payment.

This information can be used to track payments and payments over time, and to make sure that all payments are accounted for. Thus. this Instamojo - Zoho CRM integration can be helpful for keeping track of expenses, or for monitoring a budget.
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Connect more apps to your Instamojo + Zoho CRM flow

Send payment details to spreadsheets, notify your team, and trigger marketing follow-ups the moment a transaction completes. Pick a combination and activate it in one click.

Zoho CRM
Instamojo
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
I
S
Z
When a payment is added in Instamojo, create a customer in Shopify and create or update the lead in Zoho CRM.
Instamojo payments instantly create a new customer in Shopify and update your records in Zoho CRM without manual data entry.
I
S
Z
When a payment request is added in Instamojo, create an order in Shopify and update the module entry in Zoho CRM.
New Instamojo payment requests generate a Shopify order and update your Zoho CRM module entries automatically.
I
S
Z
When a refund is issued in Instamojo, update the customer in Shopify and search the contact in Zoho CRM.
Instamojo refunds update your Shopify customer records and locate the matching contact in Zoho CRM.

Supported triggers and actions for Zoho CRM and Instamojo

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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Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
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No action is available

What can you automate with Instamojo + Zoho CRM?

Connect your payment gateway and CRM to eliminate manual data entry across every customer interaction.

What you can automate?
🔄
Sync every Instamojo payment to Zoho CRM automatically
Turn every online payment into an updated contact or lead in your CRM the moment the transaction completes. Eliminate manual data entry and ensure your sales pipeline is always current.
📋
Capture every submitted payment field and custom note
Map customer names, phone numbers, transaction amounts, and payment requests into separate CRM fields instead of basic summaries. Your CRM records become a complete picture for your team.
🔔
Alert your sales team the second a payment arrives
Send instant notifications to your team via Slack or email whenever a new payment or payment request is added. Ensure reps can follow up immediately without checking dashboards.
🔀
Route leads based on transaction amount or product type
Split workflows by payment value or item selected so high-tier buyers create priority leads while standard purchases update regular contacts automatically.
📝
Keep CRM module entries updated as transaction statuses change
Automatically update existing records when payment requests are modified or orders progress, keeping your sales and support data perfectly synchronized.
👥
Prevent duplicate contacts with smart search and update rules
Search existing database records before creating new entries so repeat customers update their current profile instead of generating duplicate leads in your CRM.
💸
Handle refunds and payment cancellations instantly
When a refund is issued, automatically update lead statuses, attach notes, or modify module entries so your finance and support teams see accurate account states.
🔗
Extend your workflow to spreadsheets, email, and accounting tools
Connect your core pair with Google Sheets, QuickBooks Online, or Gmail to log financial data across your entire software stack in one seamless multi-step automation.
And much more...

Who is Instamojo + Zoho CRM integration for?

Sales managers, finance coordinators, and business owners who need to capture transactions and update customer records instantly without manual data entry.

Data analysts
Data analysts
Sales representatives
Sales representatives
Account managers
Account managers
High volume merchants
High volume merchants
Operations coordinators
Operations coordinators
Finance managers
Finance managers
📈
Data analysts
You're reviewing revenue reports but your CRM revenue totals only update when someone manually exports payment logs, so the conversion numbers you're presenting are always hours behind — with this integration, every new payment updates your CRM records instantly and your reports stay accurate.
Sales representatives
You need to reach out to buyers immediately after purchase, but customer details sit trapped in payment gateways until someone copies them over, so leads go cold before you can call — automating both apps means every new buyer appears in your CRM instantly so you can follow up while interest is high.
🤝
Account managers
You answer to clients who want to see payment confirmations logged alongside project milestones, but team members keep missing manual entry steps, so client records have frustrating gaps — this integration means every transaction maps directly to the right account profile without manual copying.
📊
High volume merchants
Your store receives dozens of transactions every hour and staff cannot keep up with manual CRM data entry, so customer databases quickly become disorganized — automating both apps means transaction volumes scale effortlessly with zero backlog or missed records.
⚙️
Operations coordinators
You depend on payment notifications from Instamojo to trigger fulfillment and CRM updates, but delayed handoffs cause shipping errors and missed client onboarding — connecting these apps means every transaction triggers downstream operations instantly and reliably.
💼
Finance managers
You need a reliable audit trail of every transaction and refund, but manual record-keeping leads to mismatched accounts and missing receipts — automating both apps means every payment and refund creates an immediate, accurate history in your CRM.
Our team

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Why choose Integrately to automate Zoho CRM + Instamojo

Build and manage your Zoho CRM + Instamojo 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 + Instamojo 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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2
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Automation is ready
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Frequently Asked Questions

How do I connect Instamojo to Zoho CRM?
Frequently Asked Questions
You can connect Instamojo and Zoho CRM in one click using ready-made templates or by asking Integrately AI to build your custom workflow. It connects your payment gateway and CRM instantly with tools like Slack, Google Sheets, and Gmail.
Can I automatically create Zoho CRM leads from new Instamojo payments?
Frequently Asked Questions
Can I connect Instamojo, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instamojo and Zoho CRM?
Frequently Asked Questions
How does Instamojo handle payment data during automation?
Frequently Asked Questions
How are Zoho CRM contacts updated with Instamojo transactions?
Frequently Asked Questions
Can I automate Instamojo and Zoho CRM without coding?
Frequently Asked Questions
Is the Instamojo and Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Instamojo or Zoho CRM With 1500+ Other Apps

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Zoho CRM
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Sync Zoho CRM with marketing automation, project management, and customer support tools to keep your client data working across your stack.
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