DealMachine + Zoho CRM Integrations

See the kind of workflows teams build with DealMachine and Zoho below — describe the exact one you want above and the Agent builds it on demand.

DealMachine + Zoho When a note is added to a prospect in DealMachine, append the note to the contact record in Zoho CRM. See details

Sync newly created leads across CRM platforms When a new lead is captured in DealMachine, automatically create or update the matching contact in Zoho to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Zoho, update the corresponding opportunity stage in DealMachine for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in DealMachine, log a status update activity on the corresponding account record in Zoho. See details

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Triggers & actions for DealMachine and Zoho

Everything DealMachine and Zoho can do inside a workflow — the triggers that start one and the actions that run when it fires.

DealMachine Explore DealMachine →

DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.

Triggers

New Prospect

Fires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.

Note Added to Prospect

Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.

Prospect Status Changed

Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.

Prospect Tagged

Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.

Actions

Add File to Prospect

Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.

Add Note to Prospect

Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.

Add Prospect

Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.

Add Tag to Prospect

Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.

Add to List

File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.

Change Prospect Status

Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.

Zoho Explore Zoho →

Zoho CRM is a cloud-based customer relationship management platform that helps businesses manage sales, marketing, and customer support workflows.

Triggers

New Contact

Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

New Lead

Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

New Module Entry

Triggers instantaneously when any entry is created in the specified module.

New or Updated Contact

Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New or Updated Lead

Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

New/Updated Module Entry

Triggers instantaneously when any entry is created or updated in the specified module.

Actions

Add Attachment

Add attachment to the selected Module entry

Add Tag

Add new tag to existing module entries

Convert Lead

Convert an existing lead to contact and account

Create Module Entry

Creates a new entry in a module

Update Module Entry

Update existing entry in the selected module

Update Related Module Entry

Relates an entry in this module with an entry in another module

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