Connect Emelia and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Emelia

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Emelia and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Fetch advanced campaign

Fetch advanced campaign

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your Emelia integrations.

Create a campaign

Create a campaign

Create a new campaign with targeted email lists and content setup.

Add contact to a campaign

Add contact to a campaign

Add a contact to a specific campaign for targeted outreach and engagement.

Create a LinkedIn campaign

Create a LinkedIn campaign

The action "Create a LinkedIn campaign" initiates a new LinkedIn campaign via API.

Add contact to a LinkedIn campaign

Add contact to a LinkedIn campaign

The action "Add contact to a LinkedIn campaign" adds contacts to your campaign.

Create an advanced campaign

Create an advanced campaign

The action "Create an advanced campaign" initiates a complex, customized campaign with advanced settings

List campaigns

List campaigns

List a campaigns

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Frequently Asked Questions

How do I start an integration between Emelia and Zoho CRM?

To start, connect both your Emelia and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Emelia triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Emelia is recorded in Zoho CRM?

Absolutely. You can customize how Emelia 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.

How often does the data sync between Emelia and Zoho CRM?

The data sync between Emelia and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Emelia to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Emelia and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Emelia 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.

Emelia

About Emelia

Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.

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Zoho CRM

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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