Integration
Connect Recruiterflow and Zoho CRM
When Deal Stage Changed fires in Recruiterflow, your agent runs Add or update record (upsert) in Zoho CRM, or New or updated record in Zoho CRM to Add contact in Recruiterflow. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Recruiterflow and Zoho CRM to do together?
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Claude Code
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Setup guide (opens in a new tab)Example flows
What Recruiterflow and Zoho CRM can do together
From Recruiterflow to Zoho CRM
When Deal Stage Changed in Recruiterflow
then Add or update record (upsert) in Zoho CRM
From Zoho CRM to Recruiterflow
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Recruiterflow and Zoho CRM
Triggers and actions 8 triggers · 32 actions
- Deal Stage Changed
Triggers when a deal moves to a new pipeline stage in Recruiterflow.
- New Candidate Created
Triggers when a new candidate is added to Recruiterflow.
- New Contact Created
Triggers when a new contact is added in Recruiterflow.
- New Deal Created
Triggers when a new deal is created in Recruiterflow.
- Placement Record Created
Triggers when a new placement record is created in Recruiterflow.
- Placement Record Updated
Triggers when a placement record is created or edited in Recruiterflow.
- Add call
Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.
- Add candidate note
Adds a note to a candidate record in Recruiterflow.
- Add candidate to job
Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.
- Add contact
Creates a contact in Recruiterflow and returns the new contact's id.
- Add deal
Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.
- Get candidate
Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.
- Get client
Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.
- Get contact
Returns a contact's full record, including company, notes and custom fields.
- Get deal
Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.
- List candidates
Returns all candidates in the Recruiterflow account, optionally with their files and notes.
- List contacts
Returns the contacts in your Recruiterflow account with their details and custom fields.
- List jobs
Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.
- List users
Returns all users in the Recruiterflow account, with their names, emails and roles.
- Update candidate
Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.
- Update candidate stage
Moves a candidate to a stage in a job's pipeline in Recruiterflow.
- Update client
Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.
- Update contact
Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.
- Update deal
Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.
- Update job
Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Recruiterflow and Zoho CRM, answered
What can start an automation from Recruiterflow?
Any of Recruiterflow's 6 triggers in the catalog, including Deal Stage Changed, New Candidate Created, New Contact Created and New Deal Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho CRM when something happens in Recruiterflow?
Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho CRM to Recruiterflow?
Yes. When something happens in Zoho CRM, your agent can act in Recruiterflow too. This page covers both directions: Zoho CRM's triggers and Recruiterflow's actions are listed here as well.
Do I have to build a connector for Recruiterflow or Zoho CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Recruiterflow and Zoho CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.