Connect Patreon and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Patreon

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Patreon 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 Patreon

Do thisActions

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

Fetch Current User Info

Fetch Current User Info

Retrieves the authenticated Patreon user's profile information

Fetch Creator Profile and Campaign Information

Fetch Creator Profile and Campaign Information

Retrieves the authenticated Patreon user’s campaign details, including rewards, goals, and pledges

List All Campaign

List All Campaign

List all the campaign

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

Create a lead

Create a lead

Creates a new lead

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Frequently Asked Questions

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

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

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

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

The data sync between Patreon 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 Patreon 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 Patreon and Zoho CRM?

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

Patreon

About Patreon

Patreon is a membership platform that provides tools for creators to run a subscription content service, offering ways for artists, writers, and other creators to earn a monthly income by providing rewards and perks to their subscribers.

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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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