Connect Enrich CRM and Zoho Projects to Build Intelligent Automations
Ready to use Enrich CRM and Zoho Projects automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in a project.
New Bug
Triggers when a new bug is reported in a project.
Do thisActions
Action is the task that follows automatically within your Enrich CRM integrations.
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
Create Task
Creates a new task in a project.
Create Task List
Creates a new task list.
Update Project
Updates existing project.
Create Milestone
Creates a new milestone within a project.
Create Bug
Creates a new bug in a project.
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Frequently Asked Questions
To start, connect both your Enrich CRM and Zoho Projects accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Zoho Projects (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Zoho Projects. This includes choosing which data fields go into which fields of Zoho Projects, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Zoho Projects 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 Enrich CRM and Zoho Projects. 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
Learn MoreAbout Zoho Projects
Integrate with Zoho Projects to manage your project tasks, milestones, and teams efficiently. Automate workflows, synchronize tasks, and enhance project collaboration.
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