STEP 1
Connect Close CRM and Zoho CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Close CRM and Zoho CRM Integration
Build crm workflows between Close CRM and Zoho CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Close CRM and Zoho CRM
Detailed info you need to know about Close CRM and Zoho CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to Zoho CRM
Set up your Close CRM and Zoho CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and Zoho CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Close CRM and Zoho CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and Zoho CRM work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and Zoho CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Close CRM triggersZoho CRM actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
Zoho CRM modules
- Bulk Write RecordsPerforms bulk write records.
- Convert LeadPerforms convert lead.
- Create AccountCreates account.
- Create CallCreates call.
- Create ContactCreates contact.
- Create Custom FieldCreates custom field.
- Create DealCreates deal.
- Create EmailCreates email.
- Create EventCreates event.
- Create LeadCreates lead.
- Create NoteCreates note.
- Create ProfileCreates profile.
- Create RoleCreates role.
- Create TagCreates tag.
- Create TaskCreates task.
- Create UserCreates user.
- Deactivate UserPerforms deactivate user.
- Delete AccountDeletes account.
- Delete AttachmentDeletes attachment.
- Delete CallDeletes call.
- Delete ContactDeletes contact.
- Delete Custom FieldDeletes custom field.
- Delete DealDeletes deal.
- Delete EventDeletes event.
- Delete LeadDeletes lead.
- Delete NoteDeletes note.
- Delete TagDeletes tag.
- Delete TaskDeletes task.
- Delete UserDeletes user.
- Delete WebhookDeletes webhook.
- Execute Composite RequestExecutes composite request.
- Execute COQL QueryRetrieves execute coql query.
- Get Account by IDReturns account by id.
- Get AccountsReturns accounts.
- Get AttachmentReturns attachment.
- Get Bulk Job StatusReturns bulk job status.
- Get Call by IDReturns call by id.
- Get CallsReturns calls.
- Get Contact by IDReturns contact by id.
- Get ContactsReturns contacts.
- Get Current UserReturns current user.
- Get Custom Field by IDReturns custom field by id.
- Get Custom FieldsReturns custom fields.
- Get Deal by IDReturns deal by id.
- Get DealsReturns deals.
- Get Email by IDReturns email by id.
- Get EmailsReturns emails.
- Get Event by IDReturns event by id.
- Get EventsReturns events.
- Get Field MetadataReturns field metadata.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and Zoho CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Close CRM and Zoho CRM.
Connect your Close CRM and Zoho CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Bulk Write Records" in Zoho CRM. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); Zoho CRM has 105 actions (including Bulk Write Records, Convert Lead, and Create Account). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Close CRM-to-Zoho CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Close CRM (or Zoho CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Close CRM + Zoho CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Close CRM and Zoho CRM integration.
- Close CRM and Zoho CRM integration source code, module specs and credentials implementation.
- Our Close CRM and Zoho CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and Zoho CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Close CRM integration information
- Zoho CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library