Connect Maybe and Zoho CRM to Build Intelligent Automations

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Maybe

When this happens...

Choose an Action

Zoho CRM

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Ready to use Maybe 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 Maybe

Do thisActions

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

Create User

Create User

Create a new user.

Create Task

Create Task

Create a new task.

List Tasks

List Tasks

Retrieve all the tasks.

Delete Task

Delete Task

Delete a specific task.

Update Task

Update Task

Update the specific task.

Find Task

Find Task

Retrieve the details of a specific task.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Maybe 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 Maybe and Zoho CRM?

The data sync between Maybe 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 Maybe 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 Maybe and Zoho CRM?

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

Maybe

About Maybe

Maybe* is a tool that helps organisations listen and engage with their customers through social media, benchmark their results, and optimise the ROI of their activity.

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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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