Connect TextRazor and Zoho CRM to Build Intelligent Automations
Ready to use TextRazor 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 TextRazor integrations.
Analyze Text
Processes and analyzes the provided text to extract entities, topics, and other linguistic features.
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 TextRazor and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TextRazor triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how TextRazor 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 TextRazor 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 TextRazor 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 TextRazor
TextRazor is a powerful natural language processing API that provides advanced text analysis capabilities. It allows users to extract meaningful insights from text data, including entity recognition, sentiment analysis, and language detection. TextRazor is ideal for developers and businesses looking to enhance their applications with AI-driven text analysis features.
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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