Connect Elastic Email and Zoho CRM to Build Intelligent Automations
Ready to use Elastic Email and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Trigger when a new contact added to specified list.
Campaign Sent
Triggers when a campaign 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.
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
Get a Campaign
Get an existing campaign details
Get a Contact
Get a contact details by email.
Get all Contacts
Get all the existing contacts
Create a New Template
Create a new email template.
Get all Templates
Get all existing templates
Unsubscribe a Contact
Update a contact status to unsubscribed.
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Frequently Asked Questions
To start, connect both your Elastic Email and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Elastic Email triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Elastic Email 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 Elastic Email 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 Elastic Email 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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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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