Connect Certifier and Zoho CRM to Build Intelligent Automations
Ready to use Certifier and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Triggers when new group is created.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Certifier integrations.
Delete Credential
Delete an existing Credential.
Delete Group
Delete an existing group.
Update a credential
Update a credential
Update a group
Update a group
Create Group
Creates a group.
Issue Credential
Creates, issues, and sends a credential to a recipient.
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Frequently Asked Questions
To start, connect both your Certifier and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Certifier 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 Certifier 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 Certifier 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 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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