Exolve and Zoho CRM automations

Ready-made scenarios where Exolve and Zoho CRM work for you: pick one — a copy appears in your account and runs on its own.

82 scenarios

New orders in Zoho CRM — Sending messages in Exolve
New messages in Exolve — Leads in Zoho CRM
New invoices in Zoho CRM — Sending messages in Exolve
New messages in Exolve — Invoices in Zoho CRM
New bookings in Acuity Scheduling — Sending messages in Exolve — variant 3
Deleted contacts in Zoho CRM — Sending messages in Exolve
New contacts in Zoho CRM — Running apis in Exolve
New messages in Exolve — Deals in Zoho CRM
New messages in Exolve — Deleting contacts in Zoho CRM
New records in Google Sheets — Sending messages in Exolve — variant 2
New Zoho CRM contacts — into Exolve audiences
New contacts in Zoho CRM — Sending messages in Exolve
New messages in Exolve — Contacts in Zoho CRM
New messages in Exolve — Updating contacts in Zoho CRM
New attendees in eventbrite — Sending messages in Exolve — variant 2
Updated contacts in Zoho CRM — Sending messages in Exolve
New form responses in Formstack — Sending messages in Exolve
New deals in Zoho CRM — Sending messages in Exolve
New messages in Exolve — Orders in Zoho CRM
Contacts from Zoho CRM into Exolve audiences
New messages in Exolve — Updating deals in Zoho CRM
New messages in Exolve — Processing leads in zohoCrm
Deleted contacts in Zoho CRM — Running apis in Exolve
New messages in Exolve — Updating orders in Zoho CRM
New messages in Exolve — Updating products in Zoho CRM
A Formstack lead — into Zoho CRM, with a Exolve alert and a Gmail email
Deleted contacts in Zoho CRM — Sending messages in Exolve
New contacts in zohoCrm — Sending messages in Exolve
New leads in zohoCrm — Sending messages in Exolve
Profile links from Exolve — as new contacts in Zoho CRM
A booked meeting — a CRM task and a reminder
From Exolve through Zoho CRM — the answer back to Exolve
Urgent messages from Telegram — into Exolve and Zendesk
New CRM contacts — enrichment and alert
A daily birthday reminder to your messenger
A weekly store sales total in a sheet
Low-stock alerts — in advance
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
Which channel brings deals — a per-source breakdown in exolve
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
A daily store sales snapshot — in your chat and in your sheet
Weekly store sales analysis with AI
Import products into your store from a sheet with SEO copy
Site status alerts with a screenshot — to your messenger
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing leads from form submissions
Low-stock warnings based on real sales velocity
Client renewal reminders — ahead of time
Capture and route leads from every channel
Invoice to the customer right after the order, issued and sent automatically
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Design → a ready store product — with mockups and promo
Category sales versus the previous period — delivered to your messenger
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Invoice intake with reading, risk checks and approval
Website leads — enrichment, scoring and routing to CRM
Your agency's real profit — in chat every day
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Meeting recording → tasks, a client email and an updated CRM record
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer