Connect Onsched and Zoho CRM to Build Intelligent Automations
Ready to use Onsched and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Appointment
Create a new customer appointment with date, time, and location
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.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Onsched integrations.
Create Appointment
Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.
Create customer
Add a new customer to Onsched with their contact details and notification preferences.
Create Resource
Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.
Create a booking service
Create a new service customers can book and set its duration, availability, locations, and resources.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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Frequently Asked Questions
To start, connect both your Onsched and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Onsched 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 Onsched 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 Onsched 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 Onsched
Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.
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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