The Events Calendar → Zoho CRMEvents and actions

Use The Events Calendar events to automate Zoho CRM

Choose a The Events Calendar event 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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Automation ideas

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 an event is published

  1. When an event is published
  2. 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 an event is published

  1. When an event is published
  2. Add a contact to a Module in Zoho CRM

Tag a contact in Zoho CRM when an event is deleted

  1. When an event is deleted
  2. Tag a contact 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

Tags

2 actions

View actions
  • Tag a contact in Zoho CRM
  • Remove a Tag from a contact in Zoho CRM

Available in Noptin

The Events Calendar events

Events

3 events

View events
  • When an event is published
  • When an event is unpublished
  • When an event is deleted

About this connection

How the two tools fit together

The Events Calendar: The Events Calendar is a carefully crafted, extensible plugin that lets you easily share your events. Beautiful. Solid. Awesome.

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 The Events Calendar 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 The Events Calendar and Zoho CRM with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for The Events Calendar and Zoho CRM from Noptin → Extensions. How to activate your license.
  3. Install and set up The Events Calendar 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.

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Put it together

Set up the automation in WordPress

  1. Choose a The Events Calendar event to start the automation.
  2. Choose a Zoho CRM action from the list above and fill in its required settings.
  3. 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.

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