Connect Shipday and Zoho CRM to Build Intelligent Automations
Ready to use Shipday 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 Shipday integrations.
Insert Order
Schedule a New Order.
Search Order
Search order by email and phone number.
Delete Order
Delete Order By Id
Add Carrier
Adds a new Carrier .
Delete Carrier
Delete a Carrier
Edit Order
Update your Order
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Frequently Asked Questions
To start, connect both your Shipday and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shipday triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Shipday 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 Shipday 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 Shipday 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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
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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