Connect ButterCMS and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Post
Post Published
Post Draft Saved
Post Deleted
Page Published
Page Draft Saved
Page Deleted
Page Unpublished
Collection Item Published
Collection Item Draft Saved
Collection Item Unpublished
Collection Item Deleted
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Post
Trigger when a new Post created.
Post Published
Trigger when a blog post is published.
Post Draft Saved
Trigger when a draft blog post is saved.
Post Deleted
Trigger when a blog post Deleted.
Page Published
Trigger when a page is published.
Page Draft Saved
Trigger when a Page Draft Saved .
Do thisActions
Action is the task that follows automatically within your ButterCMS integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tag to Lead
add a tag to an existing record to lead in Zoho CRM
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Frequently Asked Questions
To start, connect both your ButterCMS and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ButterCMS triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how ButterCMS data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ButterCMS and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ButterCMS and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ButterCMS
ButterCMS is a headless content management system designed to simplify content management and delivery for websites and applications. It provides developers and content creators with a flexible and scalable platform to manage and deliver content seamlessly across various digital channels.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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