Connect Pantry and Zoho CRM to Build Intelligent Automations
Ready to use Pantry and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Pantry integrations.
Create and/or Replace Basket
Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.
Get Contents
Given a basket name, return the full contents of the basket.
Update Contents
Given a basket name, this will update the existing contents and return the contents of the newly updated basket.
Get Details
Given a PantryID, return the details of the pantry, including a list of baskets currently stored inside it.
Update Details
Update Details in Pantry.
Update a lead
Update an existing lead by Email, Mobile and ID.
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Frequently Asked Questions
To start, connect both your Pantry and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pantry triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Pantry 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 Pantry 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 Pantry 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 Pantry
Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.
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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