Connect Phrase and Zoho CRM to Build Intelligent Automations
Ready to use Phrase and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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.
Do thisActions
Action is the task that follows automatically within your Phrase integrations.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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Frequently Asked Questions
To start, connect both your Phrase and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Phrase triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Phrase 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 Phrase 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 Phrase 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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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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