Connect Simpro and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company Customer
Company Customer Updated
New Individual Customer
Individual Customer Updated
New Job
Job Updated
New Quote
Quote Updated
New Schedule
Schedule Updated
New Site
Site Updated
New Contact
Contact Updated
Contact Deleted
Company Customer Deleted
Individual Customer Deleted
Job Deleted
New Employee
Employee Updated
Employee Deleted
Site Deleted
Quote Deleted
New Recurring Invoice
Recurring Invoice Updated
Recurring Invoice Deleted
New Lead
Lead Updated
Lead Deleted
Lead Status Change
Job Status Change
Quote Status Change
New Job Attachment
Job Attachment Updated
Job Attachment Deleted
New Purchase Order
Purchase Order Updated
New invoice Created
Invoice Updated
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Job Updated
Triggers when a job is updated
Do thisActions
Action is the task that follows automatically within your Simpro integrations.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
Create Service Job
Creates a new service job
Find Job
Finds job by criteria
Find Schedule
Finds schedule by criteria
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Frequently Asked Questions
To start, connect both your Simpro and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Simpro triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Simpro 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 Simpro 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 Simpro 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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade 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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