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Integrate Quip with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Quip

A trigger is an event that starts your Zap and runs the workflow. For example, with Quip, a trigger could be "New Folder."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Quip to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Quip to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Quip and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Quip and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Folder
Trigger
Scheduled
Try It
- Chat or Document
  Required
- Formatted Row
  Required
- Author Name
Action
Write
- Body
  Required
- Style
  Required
- Thread URL or Title
  Required
- Author Name
- Image
- Status Line
- Frame
Action
Write
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.
Trigger
Scheduled
Try It
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.
Trigger
Scheduled
Try It

- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It

- Module
  Required
- Folder
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Folder
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Chat or Document
  Required
- Item
  Required
- Author Name
Action
Write
- Folder
- Content
  Required
- Title
- Format
Action
Write
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.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Folder
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Folder
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Learn how to automate Zoho CRM on the Zapier blog

About Quip

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Related categories

Documents

Similar apps

Google Docs

Documents, Google

Evernote

Notes

OneNote

Microsoft, Notes

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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