Connect Huddo Boards and Zoho CRM to Build Intelligent Automations

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Huddo Boards

When this happens...

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Zoho CRM

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Ready to use Huddo Boards and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New or Updated Lead

New or Updated Lead

Triggers when a lead is created or updated in Zoho CRM since the last schedule run.

Request a new Trigger for Huddo Boards

Do thisActions

Action is the task that follows automatically within your Huddo Boards integrations.

Incomplete Task

Incomplete Task

Marks a task as incomplete on the board

Complete Task

Complete Task

Marks a task as completed on the board

Find Cards

Find Cards

Searches for a card within a specific board using the card's name and description in array format

Create Board

Create Board

Creates a new board in Huddo Boards

Search Board Members

Search Board Members

Searches for and finds all members associated with a specific board

Create Card

Create Card

Creates a new card on a board

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Frequently Asked Questions

How do I start an integration between Huddo Boards and Zoho CRM?

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

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

Absolutely. You can customize how Huddo Boards 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 Huddo Boards and Zoho CRM?

The data sync between Huddo Boards 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 Huddo Boards 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 Huddo Boards and Zoho CRM?

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

Huddo Boards

About Huddo Boards

Huddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.

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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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