Connect Sigma Computing and Zoho CRM to Build Intelligent Automations
Ready to use Sigma Computing 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 Sigma Computing integrations.
List Account Types
Retrieve all Sigma account types with their IDs, names, and descriptions.
Create team
Create a new team and optionally add a description, members, a team folder, and set visibility (public or private).
Create workbook
Create a new workbook in a folder and optionally set its owner and description.
List Datasets
Retrieve all datasets available in your Sigma Computing account.
List All Connections
Retrieve all configured data connections (id, name, and type).
Create file in Sigma
Create a new workspace, folder, or workbook in Sigma.
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Frequently Asked Questions
To start, connect both your Sigma Computing and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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 Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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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