Connect Ubidots and Zoho CRM to Build Intelligent Automations
Ready to use Ubidots and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Variable Updated
Triggers when a Variable received a new value.
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 Ubidots integrations.
Create Dot
Create a dot (data point) in the Ubidots Variable and Device of your choice.
Create Device
Creates a device.
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
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Frequently Asked Questions
To start, connect both your Ubidots and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ubidots triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Ubidots 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 Ubidots 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 Ubidots 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 Ubidots
Rapidly assemble and launch Internet of Things (IoT) applications without having to write code or hire a software development team.
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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