How to Trigger Zoho Flow with CRM Button

At Technofog, we help businesses simplify and automate operations through seamless Zoho integrations. One powerful way to enhance Zoho CRM’s capabilities is by triggering Zoho Flow directly from a CRM button. This integration allows your team to initiate workflows with just one click, streamlining repetitive tasks and improving overall efficiency.


What Is Zoho Flow?

Zoho Flow is Zoho’s integration and automation platform that allows you to connect multiple applications and automate workflows across them. Whether you need to sync data, update records, send notifications, or trigger third-party actions, Zoho Flow can automate it for you.


Why Use a CRM Button to Trigger Zoho Flow?

Adding a custom button in Zoho CRM to trigger Zoho Flow provides several key benefits:

  • User-Controlled Automation: Let your team trigger actions only when needed.

  • Data Precision: Send specific record data to Zoho Flow from CRM.

  • Improved Workflow Control: Initiate flows like invoicing, notifications, and task creation manually, right from a CRM record.


Step-by-Step Guide

1. Create a Zoho Flow with Webhook Trigger

  • Log in to Zoho Flow.

  • Click Create Flow, name it, and choose Webhook as the trigger.

  • Copy the Webhook URL provided — you’ll need this for the CRM button setup.

2. Add a Custom Button in Zoho CRM

  • Go to CRM Settings > Modules and Fields.

  • Select the module (e.g., Leads, Deals, Contacts).

  • Click Links and Buttons, then Create Button.

  • Set the button to appear on the Record Detail Page.

3. Configure the Button to Trigger the Flow

You can trigger the Zoho Flow by sending a POST request to the webhook URL. Use a Deluge function like this:

deluge
url = "https://flow.zoho.com/xxxxxxxx"; // Replace with your actual webhook URL
params = map();
params.put("Record_ID", input.id.toString());
params.put("Name", input.Full_Name); // Add more fields as needed
response = postUrl(url, params);

Attach this function to the button, and ensure the function is set up in CRM > Developer Space > Functions.


Real-World Use Cases

  • Create Invoices: Trigger Zoho Books to generate invoices based on CRM data.

  • Send Slack Alerts: Notify team members when a deal moves stages.

  • Update Google Sheets: Send CRM data to Google Sheets for reporting or tracking.

  • Generate Contracts: Use Zoho Writer or PandaDoc integration for document creation.


Why Choose Technofog?

At Technofog, we specialize in building custom automation solutions tailored to your business needs. As Zoho experts, we ensure your workflows are smooth, scalable, and integrated with your entire software ecosystem. Whether you’re setting up Zoho Flow from scratch or optimizing complex workflows, our team is here to help.


Let’s Automate Together

Looking to streamline your sales, marketing, or support processes? Technofog can help you unlock the full potential of Zoho Flow and CRM. Contact us today to get started with powerful, one-click automation.