Connect ReadMe and Zoho CRM to Build Intelligent Automations
Ready to use ReadMe and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Updated branches
Retrieve branches updated in the last N minutes.
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 ReadMe integrations.
Show documentation branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create documentation category
Create a new documentation category in the selected branch and section.
Update category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create custom page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
List custom pages
List all custom pages in the selected project branch.
Upload image
Add an image to your ReadMe documentation.
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Frequently Asked Questions
To start, connect both your ReadMe and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ReadMe triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how ReadMe 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 ReadMe 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 ReadMe 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 ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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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