Connect RouteLogic and Zoho CRM to Build Intelligent Automations
Ready to use RouteLogic and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Task Deleted
Trigger's when a task is deleted.
Sending Notifications
Triggers when a new notifications is sent.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your RouteLogic integrations.
Create Products Task
Create a new product task.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
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Frequently Asked Questions
To start, connect both your RouteLogic and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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 RouteLogic
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
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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