Integration · CRM

Zoho CRM integration for lifecycle emails and churn signals

A Zoho workflow rule sends each new or edited lead to Atlis. Map your Lead Status values to Atlis stages and triggers, and a lead marked Cancelled becomes Churned and gets your win-back email.

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Zoho CRM → AtlisConnected
Lead created
User added to Atlis
Lead status: Customer
Marked Activated
Lead status: Cancelled
Marked Churned, win-back starts
What it does

What does the Zoho CRM integration do?

Your CRM's leads and stages, in Atlis

  • Leads flow in

    A Zoho webhook on the Leads module posts each lead's email and name to Atlis whenever a record is created or edited.

  • Lead Status, mapped

    Map each Lead Status value to Activated, Churned, Reactivated, Pause automations, or a workflow trigger such as Trial Started, Subscription Activated, Payment Failed or Plan Upgraded.

  • Plans from Zoho

    Add the field that holds the plan, like Free Trial or Pro, and it fills the Plan column and the trial, free and paid filters.

  • Not activated emails for leads

    Optionally send the Not activated email to CRM leads who joined in the last 7 days and haven't activated after the workflow's delay.

Setup

How do you connect Zoho CRM to Atlis?

Three steps, all in screens you already use. The setup guide has every detail.

  1. 1

    Get your Atlis API key

    In Atlis go to Settings → Integrations → Server API & CRM and generate an API key.

  2. 2

    Create the webhook in Zoho

    In Setup → Automation → Actions → Webhooks, create a POST webhook for Leads to the Atlis identify URL, with a JSON body built from Zoho's field picker.

  3. 3

    Trigger it from a workflow rule

    Create a Leads workflow rule that runs on create and edit, and add the webhook as an instant action. Then map your Lead Status values in Atlis.

Connect Zoho CRMCRM status mapping
FAQ

Zoho CRM and Atlis: questions and answers

Plan and limits

Growth, Scale or an active trial.

Good to know
  • Insert merge fields with Zoho's field picker. A typed field name that doesn't match makes Zoho reject the body as invalid JSON.
  • Empty merge fields are ignored, so they never erase data already in Atlis.
  • Atlis stores the plan name only. It doesn't read prices or payment amounts from Zoho.
Compare every plan
01

Which Atlis plan includes the Zoho CRM integration?

Growth, Scale and every 14-day trial.

02

How do cancelled Zoho customers get a win-back email?

Send the Lead Status in the webhook body, run the rule on edit as well as create, map the Cancelled value to Churned, and switch on a Subscription Cancelled workflow.

03

Why does Zoho say the JSON body is invalid?

Usually a merge field name doesn't match a real field because it was typed by hand. Re-insert each field with Zoho's field picker.

Works well with

What can you do with Zoho CRM data in Atlis?

Lifecycle workflowsReady-written emails on 30 triggersChurn recoveryWin-backs and failed paymentsSegmentsSmart, suggested and custom audiences

More integrations

HubSpotContacts and lifecycle stagesSalesforceRecords from a FlowStripeFailed payments, cancellations, upgrades

Connect Zoho CRM in a few minutes.

Start free, connect your app, and let Atlis send the right email when your users' signals change.

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