Zinnect
+
Konnectify
Zinnect Integration with Konnectify
Automate your CRM processes by connecting Zinnect with Konnectify. Streamline how your team syncs customer records, tracks sales opportunities, and handles daily task activities.
Customers
Contacts
Leads & Opportunities
Tasks
0 Triggers
19 Actions
What is Zinnect?
Zinnect is a unified CRM connector and business relationship tool built to manage customer interactions, tracking pipelines, and team tasks. Connecting Zinnect to your automated workflows via Konnectify eliminates manual data duplication and ensures your sales pipeline, task management, and customer directories stay perfectly in sync.
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What you can automate with Zinnect:
• Create or update customer profiles automatically from new billing events.
• Sync new lead form submissions directly into your Zinnect contacts directory.
• Instantly construct sales opportunities to capture pipeline velocity.
• Generate and assign follow-up tasks when customers trigger external milestones.
• Search contact records automatically by email to prevent duplicate database entries.
• Keep team activities updated by modifying specific tasks as they progress.
API & Authentication
Zinnect secures automated workflow connections using a dual-credential protocol. To establish a secure integration, you will need to generate and provide both an API Key and an Access Key from your Zinnect account workspace. This ensures Konnectify only acts on authorized requests.
This credential configuration allows Konnectify to securely access your Zinnect CRM database. Your keys act as an encrypted handshake, letting your workflows search, create, modify, or remove records according to your design. You can revoke or refresh these keys at any time through your Zinnect administration settings.
Plan Requirements:
Ensure your Zinnect subscription level has external API integrations enabled. Standard rate limits apply to API requests to protect database performance.
For comprehensive details on key generation, consult the official Zinnect Developer Documentation.
How to Connect
Prerequisites: Active Zinnect account, access to your admin dashboard, and your generated API Key and Access Key.
Add Zinnect to a Workflow
Open your Konnectify workflow builder, add a new step, and select Zinnect from the application library. Since Zinnect is optimized for action steps, you can set it as the destination app.
Authorize via Credentials
When prompted, input your Zinnect API Key and Access Key. Give the connection a clear, recognizable label (e.g., "Zinnect Production") so you can manage multiple environments easily.
Configure the Action
Select your desired action (such as creating a customer or adding a task) and map relevant data from your workflow trigger into the Zinnect data fields.
Important: When using record modification actions (like Update Customer), ensure you map the unique record ID from a preceding search step to target the correct contact.
Test the Workflow
Execute a test run within Konnectify. This sends a sample payload to Zinnect to verify that your fields map correctly and the CRM receives the data without formatting errors.
Activate the Workflow
Once the test completes successfully, toggle the workflow to Active. Konnectify will now automatically process and sync your selected events in the background.
Triggers
0 triggers
Action-Only CRM Connector
Zinnect is optimized as an action-driven CRM connector in Konnectify. While it does not offer built-in workflow triggers, you can start automated sequences using any of Konnectify's supported triggering apps (such as Jotform, Stripe, or Google Sheets) and use Zinnect's comprehensive action suite to manage your CRM data.
Actions
19 actions
Zinnect provides 19 powerful actions to manipulate and retrieve records. These are organized below by CRM functional module.
Customers
5 actions
▾
List Customers
Fetches a paginated list of customers to verify records or pass lists to subsequent workflow steps.
Create Customer
Creates a new customer profile, dynamically handling custom attributes, customer lists, and regional currency settings.
Update Customer
Modifies an existing customer record using their unique Zinnect Customer ID. Only the ID is mandatory to target changes.
Delete Customer
Permanently deletes a customer profile from your Zinnect database using their unique ID.
Search Customer by Email
Queries your Zinnect database using an email address to locate an existing customer and prevent duplicate records.
Contacts
5 actions
▾
List Contacts
Fetches a paginated list of contacts to synchronize directory information across your business apps.
Create Contact
Creates a new contact profile, linking relationships, communication details, and custom fields seamlessly.
Update Contact
Updates specific details on an existing contact profile using their unique Zinnect Contact ID.
Delete Contact
Permanently deletes a contact profile from your CRM using their unique record ID.
Search Contact by Email
Performs an advanced search by email to pinpoint an existing contact profile for update workflows.
Leads & Opportunities
5 actions
▾
List Leads
Fetches a paginated list of active leads to evaluate pipeline volume and trigger external reporting.
List Opportunities
Retrieves active deals and opportunities from your pipeline to coordinate status updates across platforms.
Create Opportunity
Creates a new sales opportunity, pulling dynamic stage and category dropdowns from your CRM configuration.
Update Opportunity
Modifies properties on an active deal or opportunity stage using its unique Opportunity ID.
Delete Opportunity
Removes a sales opportunity from your active pipeline using its unique database ID.
Tasks
4 actions
▾
List Tasks
Retrieves a paginated list of team tasks and activities to keep project dashboards accurate.
Create Task
Generates a new task activity, supporting dynamic configurations and array mappings for team assignments.
Update Task
Updates task properties, statuses, or notes using the unique Activity ID associated with the task.
Delete Task
Deletes a designated task activity from your CRM using its unique record ID.
Popular Automations
Add New Form Leads to CRM
Sync newly captured prospects from landing pages or online forms instantly into your sales pipeline contact sheet.
Typeform Submission
→
Zinnect Create Contact
Create Customer Profiles on Payment Success
Automatically create customer profiles in Zinnect when a payment clears, setting up active billing records with proper currency details.
Stripe Successful Charge
→
Zinnect Create Customer
Auto-Assign CRM Tasks from Support Tickets
Whenever a support ticket is escalated, instantly create and assign a corresponding activity task in Zinnect to keep account managers aligned.
Freshdesk Ticket Escalated
→
Zinnect Create Task
Prevent CRM Duplication via Search and Update
Search for existing CRM entries by email address when meetings are booked, updating the record instead of creating duplicates.
Calendly Event Booked
→
Zinnect Search Contact by Email
→
Zinnect Update Contact
FAQ
What credentials do I need to connect Zinnect?
▾
To establish a connection, you will need to enter both your Zinnect API Key and your Access Key. You can generate these keys from your Zinnect developer or account administration settings page.
Which Zinnect subscription plans support this integration?
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This integration requires API access to write and read data. Please check your Zinnect subscription plan to ensure that external API integrations and third-party developer access are enabled on your account.
Does Zinnect support real-time workflow triggers?
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Zinnect operates as an action-only connector in Konnectify. This means you use other application triggers (e.g., forms, spreadsheets, or billing systems) to initiate workflows, and then use Zinnect's actions to execute updates inside your CRM.
How can I prevent duplicate customers or contacts?
▾
You can use the "Search Contact by Email" or "Search Customer by Email" actions as a preliminary step in your workflow. If a record is returned, configure your workflow to update the existing ID instead of creating a duplicate profile.
What are the rate limits for the Zinnect integration?
▾
Zinnect applies standard API rate limits based on your subscription tier. If your automated workflows process high volumes of updates and hit these limits, Konnectify will automatically queue and retry failed requests once the limit window resets.
Can I connect multiple Zinnect accounts to Konnectify?
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Yes. You can authorize multiple Zinnect connections within Konnectify by using distinct, descriptive labels during the setup phase. This allows you to route records across different CRM instances or business environments.
How do dynamic dropdowns work for tasks and opportunities?
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When configuring actions like "Create Task" or "Create Opportunity", Konnectify queries your active Zinnect configuration (including any linked Apptivo system preferences) to dynamically populate your custom dropdown fields directly inside the builder.
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