Zoho CRM integration
Connect Zoho CRM so closings, closed clients, and closing documents reach the right Zoho records, while your agents keep using Zoho CRM the way they do today.
What Joymore does
Brokerages use Zoho CRM to track leads, contacts, and deals. Joymore handles the transaction file and reviews every file as it arrives, so connecting Zoho CRM lets file milestones, like a closing, reach the matching Zoho record without someone rekeying them.
Once Zoho CRM is connected, Joymore automations can react to Zoho CRM events, like a new lead or an updated contact, and run Zoho CRM actions, like updating a record or uploading an attachment. Joy can also work in Zoho CRM when someone on your team asks her to.
What you can do
- Update closing status. When a file closes, Joy applies your approved closing stage or status to the mapped Zoho CRM record, changing only the field you choose.
- Add closed clients as contacts. When a file closes, Joy adds verified clients who are missing from Zoho CRM as new contacts and leaves existing contacts unchanged.
- Copy closing documents. When a file closes, Joy copies the closing documents you select to the file's mapped Zoho CRM record, without overwriting existing attachments.
- Capture open-house sign-ins. When visitors sign in through Google Forms, Jotform, or Typeform, Joy creates or updates one Zoho CRM record using only the fields you approve.
Ready-made automations
From the Joymore automation library.
Add clients to a contact app
Google Contacts
HubSpot
Microsoft Outlook Email+3Add missing verified clients to your chosen contact app
When a file closes
ContactsView automationCopy closing documents to a CRM
Salesforce
Zoho CRMCopy selected closing documents to each file's mapped CRM record
When a file closes
TransactionsView automationSend attendee details to Zoho CRM
JotformZoho CRMAdd or update approved open-house attendee and visit fields in Zoho CRM
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Zoho CRM
TypeformZoho CRMAdd or update approved open-house attendee and visit fields in Zoho CRM
When Typeform sign-ins arrive
ContactsView automationSend attendee details to Zoho CRM
Google FormsZoho CRMAdd or update the mapped Zoho CRM record from an open-house sign-in
When someone signs in at an open house
ContactsView automationUpdate closing status in a CRM
HubSpotPipedriveSalesforce+1Update the mapped CRM record with its approved closing stage or status
When a file closes
TransactionsView automation
Available once connected
What automations can use in Zoho CRM.
Events Joymore can react to
- New Contact (Instant)
- New Event (Instant)
- New Lead (Instant)
- New Module Entry (Instant)
- New or Updated Contact (Instant)
- New or Updated Lead (Instant)
- New or Updated Module Entry (Instant)
- New User
- Updated Module Entry (Instant)
Actions Joymore can run
- Convert Lead
- Create Object
- Download Attachment
- Get Object
- List Attachments
- List Fields
- List Modules
- List Objects
- Search Objects
- Update Object
- Upload Attachment
- Upsert Records
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Zoho CRM and Joymore questions
Do agents have to change how they use Zoho CRM?
No. Agents keep working in Zoho CRM as they do today. Automations update the records you choose, with no extra steps for agents.
How do I connect Zoho CRM to Joymore?
Sign in to Joymore, open Settings, and connect your Zoho CRM account. You can connect it for your whole brokerage or for a single user.
Do these automations send messages to clients?
No. The closing, contact, and sign-in automations update Zoho CRM records only and do not send outreach to clients.
Which Zoho CRM modules can automations use?
Automations can create, update, and search records in modules such as Leads and Contacts. You choose the module during setup.
