Grist and Zoho CRM automations

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

102 scenarios

On a schedule — Deleting records in Grist — variant 2
New subscribers in mailerLite — Records in Grist
New form responses in Formstack — Records in Grist
Updated orders in Zoho CRM — Records in Grist
New contacts in Zoho CRM — Updating records in Grist
New leads in Zoho CRM — Deleting records in Grist
New records in Grist — Updating orders in Zoho CRM
New records in Grist — Leads in Zoho CRM
New contacts in Autopilot — Records in Grist
Updated invoices in Zoho CRM — Records in Grist
New invoices in Zoho CRM — Records in Grist
Updated vendors in Zoho CRM — Updating records in Grist
Updated invoices in Zoho CRM — Updating records in Grist
New tickets in Salesforce — Orders in Zoho CRM
New form responses in JotForm — Contacts in Zoho CRM
Updated contacts in Zoho CRM — Records in Grist
New subscribers in Mailchimp — Records in Grist
Updated deals in Zoho CRM — Updating records in Grist
New records in Grist — Deals in Zoho CRM
New records in Grist — Updating products in Zoho CRM
New deals in Zoho CRM — Deleting records in Grist
Updated deals in Zoho CRM — Records in Grist
New invoices in Zoho CRM — Updating records in Grist
New requests in gitlab — Orders in Zoho CRM
New form responses in Formstack — Orders in Zoho CRM
New orders in Zoho CRM — Records in Grist
New records in Grist — Products in Zoho CRM
New attendees in eventbrite — Records in Grist — variant 2
Updated contacts in Zoho CRM — Updating records in Grist
Updated records in Grist — Contacts in Zoho CRM
New leads in Zoho CRM — Updating records in Grist
New orders in Zoho CRM — Updating records in Grist
New products in Zoho CRM — Records in Grist
New records in Grist — Accounts in Zoho CRM
New leads in Zoho CRM — Records in Grist
New records in Grist — Contacts in Zoho CRM
New deals in Zoho CRM — Records in Grist
New Zoho CRM land in Grist by themselves
Updated records in Grist — Updating contacts in Zoho CRM
Updated accounts in Zoho CRM — Records in Grist
New records in Grist — Invoices in Zoho CRM
New contacts in Zoho CRM — Records in Grist
New leads in Facebook Lead Ads — Records in Grist
New records in Grist — Orders in Zoho CRM
Closed deals from pipedrive — an invoice in Zoho CRM and a record in the base
Text from chat photos, straight into a sheet
New webinar registrants in zoom — Contacts in Zoho CRM — variant 2
New deals in Zoho CRM — Records in Grist
Found: customers in Get Course — Records in Grist
New HubSpot contacts — enriched via hunter, saved to Zoho CRM and Grist
WooCommerce orders — a Grist record and a Zoho CRM deal
New leads in Zoho CRM — Webinar registrants in zoom
Gauging callers' mood and personalized texts through twilio
Pipedrive deals — a Zoho CRM contact and a Grist record
Form submissions into a sheet and support
Orders in Zoho CRM from Pipedrive deals
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
Multilingual product descriptions — from the photo
A weekly store sales total in a sheet
Accounting invoices — in a sheet on their own, in real time
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Orders from a table into your store — with customer confirmation
Contacts tagged by role and seniority — automatically
Weekly store sales analysis with AI
A daily store sales snapshot — in your chat and in your sheet
New store orders into a sheet — with analysis
Run your online store from your messenger
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Category sales versus the previous period — delivered to your messenger
Stockout forecasts and automatic supplier emails
Blog articles for your store's products — one for each
Invoice intake with reading, risk checks and approval
Blog articles from store products — a draft for each
CRM deals synced to a sheet, with a daily email summary
Shipping quotes delivered right in the customer chat
Automatic follow-ups for prospects who went quiet
Your agency's real profit — in chat every day
Re-engaging quiet clients — weekly, without manual tracking
Campaign and deal analytics — in one table
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
A form order: invoice and client confirmation — automatic
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