Zoho CRM + Omnisend Integration

Integrate Omnisend to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, update lead details, track custom events, and sync customer records instantly.

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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
  • Omnisend
    Contact is created in Omnisend
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
  • Omnisend
    Create subscriber in Omnisend
  • Omnisend
    Trigger custom event in Omnisend

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Ready Workflows Ready Workflows for Omnisend + Zoho CRM Integration

Capture subscribers, update lead details, trigger custom events, and sync records, all in just one click.

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

Create Omnisend contact for new Zoho CRM contact

If you're using Zoho CRM to manage your sales leads, it's important to also use Omnisend to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Zoho CRM, a corresponding contact will automatically be created in Omnisend.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Zoho CRM + Omnisend Integration

Create Omnisend contact for new Zoho CRM module

Are you tired of manually creating Omnisend contact for every new Zoho CRM module? Well, there's a better way! With our new automation, you can automatically create Omnisend contact for new Zoho CRM modules.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Omnisend {{action.Contact} creation!
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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 Omnisend + Zoho CRM flow

Extend your marketing and CRM workflow with powerful data syncs, team notifications, and automated follow-ups. Pick a combination and activate it in one click.

Zoho CRM
Omnisend
+
ShopifyShopify (3)
+
Meta LeadsMeta Leads (3)
+
KlaviyoKlaviyo (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
S
O
Z
Add every new Shopify customer as a subscriber in Omnisend, and create a lead in Zoho CRM.
New Shopify customers appear in Omnisend and Zoho CRM automatically, removing manual data entry and keeping your records synchronized.
S
O
Z
When a Shopify order is updated, trigger a custom event in Omnisend and update the module entry in Zoho CRM.
Order updates in Shopify trigger custom events in Omnisend and update your Zoho CRM records instantly.
S
O
Z
Create a Shopify customer for every new Omnisend contact, and add a note to module entry in Zoho CRM.
Omnisend contacts become Shopify customers while adding helpful context notes into Zoho CRM automatically.

Supported triggers and actions for Zoho CRM and Omnisend

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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Omnisend
Omnisend Triggers & Actions
Contact is created in Omnisend
Triggers the automation when a new contact is created
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Create subscriber in Omnisend
Adds new users to the subscription list
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Trigger custom event in Omnisend
Initiates a custom event
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What can you automate with Omnisend + Zoho CRM?

Streamline your customer data workflows by connecting marketing campaigns directly to your sales pipeline.

What you can automate?
🔄
Sync Omnisend contacts to Zoho CRM instantly
Every new subscriber created in Omnisend triggers a corresponding lead record in Zoho CRM. Eliminate manual copy-pasting and keep your pipeline updated in real time.
📋
Capture every custom event and field
Map detailed subscriber attributes, custom event payloads, and metadata into your CRM modules. Ensure your sales team has complete context for every inbound lead.
🔔
Trigger instant updates across platforms
Notify your sales reps the moment high-intent subscribers take action in your marketing campaigns. Keep every stakeholder informed without manual checking.
🔀
Route records based on submitted criteria
Send leads to different pipeline stages or trigger specific custom events depending on subscriber segmentation and custom field inputs.
⏱️
Keep customer data synchronized continuously
Whenever contact details change in Zoho CRM, trigger updates and custom events in Omnisend automatically to prevent outdated communication.
🛡️
Prevent duplicates with smart search and update
Search existing database records before creating new entries. Update active profiles instead of cluttering your account with duplicate leads.
📊
Manage lifecycle status changes effortlessly
Handle lead conversions, status updates, and custom module changes the moment customer engagement milestones are reached.
🔌
Extend your workflow with Google Sheets
Connect Google Sheets to your Omnisend and Zoho CRM automation to archive raw submission data while updating your core systems.
And much more...

Who is Omnisend + Zoho CRM integration for?

Connecting Omnisend and Zoho CRM helps marketing and sales teams eliminate manual data entry, ensuring every subscriber and lead syncs instantly across platforms.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Ecommerce store owners
Ecommerce store owners
CRM administrators
CRM administrators
Customer success teams
Customer success teams
📈
Performance marketers
You're running marketing campaigns across multiple channels but your tracking records only update when someone manually exports contacts, so the subscriber counts you're reviewing are always hours behind — with this integration, every new contact lands in your CRM instantly and your data stays current.
Sales development reps
You need to follow up with inbound leads immediately after they sign up, but delays in manual data transfer mean prospects go cold before your team reaches out — automating both apps means every lead appears in your pipeline instantly and your outreach begins right away.
🤝
Agency account managers
You answer to clients who expect real-time reporting on campaign growth, but gathering metrics across separate marketing tools and CRMs takes hours of manual consolidation — connecting these apps means lead counts and customer lists update automatically for effortless reporting.
📦
Ecommerce store owners
Your store receives a high volume of customer registrations daily, making it impossible for staff to keep mailing lists and CRM profiles aligned by hand — with this integration, customer data flows between platforms without missing a single submission.
💼
CRM administrators
You own the sales pipeline and depend on marketing teams to hand over clean subscriber data, but fragmented systems lead to missing fields and duplicate entries — automating both apps means structured records appear in your CRM right when contacts register.
🔍
Customer success teams
You need a reliable history of customer interactions to resolve issues effectively, but scattered records leave frustrating gaps in account timelines — integrating these apps means every customer touchpoint is logged accurately across your tools.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho CRM + Omnisend

Build and manage your Zoho CRM + Omnisend 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 + Omnisend 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 Omnisend to Zoho CRM?
Frequently Asked Questions
You can connect Omnisend to Zoho CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Shopify, Stripe, and Google Sheets.
Can I automatically create Zoho CRM leads when contacts are created in Omnisend?
Frequently Asked Questions
Can I connect Omnisend, Zoho CRM, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Omnisend and Zoho CRM?
Frequently Asked Questions
How does Omnisend handle contact data during integration?
Frequently Asked Questions
How does Zoho CRM handle lead records in the automation?
Frequently Asked Questions
Do I need coding skills to automate Omnisend and Zoho CRM?
Frequently Asked Questions
Is the Omnisend and Zoho CRM integration free?
Frequently Asked Questions
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