Mautic and Zoho CRM automations

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

83 scenarios

Mautic customers land in your address book
New Mautic contacts show up in Zoho CRM
Contacts synced into accounting
New Mautic contacts — into Zoho CRM audiences
Address-book contacts become leads in your Zoho CRM
Copy Mautic entries into Zoho CRM
Contacts from Mautic into Zoho CRM audiences
Mautic entries — into Zoho CRM
Contacts from Zoho CRM — into Mautic on their own
Website leads greeted — email, CRM, team alert
Two-way contact sync between two CRMs
An instant personal reply to every new lead
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Scheduled invoice payment reminders for customers
All work accounts for a new hire from one form
Automatic payment reminders for Zoho CRM invoices
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
Invoices from an order form — issued and sent automatically
New-lead handling: CRM entry, team alert and reminder
Orders from a table into your store — with customer confirmation
Instant reply to a property inquiry with matched listings
Recover abandoned carts with a coupon email
Weekly store sales analysis with AI
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
Run your online store from your messenger
Deal-matched materials — sent automatically by CRM stage
The customer's order right inside the support ticket — no manual lookup
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Low-stock warnings based on real sales velocity
Contract renewal reminders: an email to the client, a task for the rep
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Capture and route leads from every channel
Welcome emails for new customers with tracking
Invoice to the customer right after the order, issued and sent automatically
Re-engage stalled leads with a ready-made email
CRM data quality audit, delivered to your inbox
Automatic follow-ups on stalled deals
Automatic lead qualification in Zoho CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Stockout forecasts and automatic supplier emails
A competitor cheat sheet right in the Zoho CRM deal card
Meeting prep that arrives on its own — contact, deals, company and talking points
Invoice intake with reading, risk checks and approval
CRM deals synced to a sheet, with a daily email summary
Blog articles from store products — a draft for each
Review sentiment analysis and an AI report to your inbox
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Automatic meeting booking for new clients
A chat that captures the lead and books the demo
Tell customers their bug is fixed — the moment the issue closes
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Invoice and customer email, right after the request
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Consolidating revenue from every till and prepping filings
Personal emails to new contacts — built from their own socials
Ecommerce support that answers from your own policies and catalog
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
Abandoned-cart recovery — email, SMS and a discount in sequence