Fluent Support → Zoho CRMEvents and actions

Use Fluent Support events to automate Zoho CRM

Choose an event from Fluent Support to start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.

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Fluent Support

Zoho CRM

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Tag a contact in Zoho CRM when a new Fluent Support ticket is opened

When a new Fluent Support ticket is opened.
Tag a contact in Zoho CRM

Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.

Add a contact to a Module in Zoho CRM when a customer or agent replies to a Fluent Support ticket

When a customer or agent replies to a Fluent Support ticket.
Add a contact to a Module in Zoho CRM

Available in Noptin

Zoho CRM actions

Modules

2 actions

View actions

Add a contact to a Module in Zoho CRM
Remove a contact from a Module in Zoho CRM

Fluent Support events and actions

Fluent Support

4 events · 4 actions

View events and actions

Events

When a new Fluent Support ticket is opened.
When a Fluent Support ticket is closed.
When a closed Fluent Support ticket is reopened.
When a customer or agent replies to a Fluent Support ticket.

Actions

Create a Fluent Support ticket, finding or creating the customer by email.
Close an existing Fluent Support ticket.
Reopen an existing Fluent Support ticket.
Reply to an existing Fluent Support ticket as a support agent.

About this connection

How the two tools fit together

Fluent Support: Add a newsletter subscription checkbox to your Fluent support form or automatically add new support submissions to your newsletter or CRM.

Zoho CRM: Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.

What information can you send?

Connect Zoho CRM, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the Fluent Support event or action you choose and any fields configured on your site. Available fields depend on the selected Zoho CRM module and the connected account.

Start here

Set up Fluent Support and Zoho CRM with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Fluent Support and Zoho CRM from Noptin → Extensions. How to activate your license.
Install and set up Fluent Support on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose an event from Fluent Support to start the automation.
Choose an action from Zoho CRM in the list above and fill in its required settings.
Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Fluent Support and Zoho CRM?

Build the automation in your WordPress dashboard with Noptin.

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