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Setup Guide: Zoho CRM via Zapier

How to connect Zoho CRM to LettrLabs via Zapier and trigger mail from lead or deal data.

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Written by Adam Rutkowski

Zoho CRM has a native Zapier app.

Before you start

  • A LettrLabs API key and an Integration Order created for Zapier (Setup Guide: Zapier, Steps 1–2).

  • A Zoho CRM account with permission to authorize new app connections.

Step 1: Connect Zoho CRM inside Zapier

In Zapier, start a new Zap, search for Zoho CRM, and authenticate with your Zoho account.

Step 2: Choose your Zoho CRM trigger

  • New/Updated Module Entry (Instant) — the recommended trigger on paid Zoho CRM plans; fires when any entry in a module (Leads, Deals, Contacts) is created or updated.

  • New Lead or New Contact — simpler polling-based triggers, fine for lower-volume accounts.

Step 3: Add a LettrLabs action

  • Add Recipient to Integration Order for customer-facing mail.

  • Mail Recipients Around an Address (Radius Mail) if the module includes a job/property address.

Step 4: Test, then go live

Test the Zap, confirm the sample recipient in LettrLabs, publish, then activate.

Note: the Instant trigger requires a paid Zoho CRM plan — if you don't see it as an option, the polling-based triggers above will still work, just with a short delay.

Want help picking your first Zoho CRM trigger? Reach out to our team.

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