Connect ShopBase and Zoho CRM to Build Intelligent Automations
Ready to use ShopBase and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new product is added
runs when new product is added
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 ShopBase integrations.
Create Product
Create a new product with title, images, options, and variants.
Create Product Variant
Create a product variant with option values, price, SKU, and image.
Add Product Image
Upload an image to a product and optionally set it as the main image.
Update Product
Update a product's title and add one or more images.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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Frequently Asked Questions
To start, connect both your ShopBase and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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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