Connect Readwise and Zoho CRM to Build Intelligent Automations
Ready to use Readwise 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 Readwise integrations.
Create Highlight
Creates a Highlight.
Update Highlight
Updates an existing Highlight.
Delete Highlight
Delete an existing Highlight .
Create Tag for Highlight
Creates a tag for an existing Highlight.
Update Tag for Highlight
Update an existing tag for an existing Highlight.
Delete Tag for Highlight
Deletes an existing tag for an existing Highlight.
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Frequently Asked Questions
To start, connect both your Readwise and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Readwise triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Readwise 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 Readwise 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 Readwise 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 Readwise
Readwise is a platform designed to help users manage and revisit their digital highlights and notes from various reading sources. It allows users to sync their highlights from Kindle, Instapaper, Pocket, and other reading apps, and then surfaces these highlights through daily emails and a web app to reinforce learning and retention.
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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