Connect Worksection and Zoho CRM to Build Intelligent Automations
Ready to use Worksection and Zoho CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Worksection integrations.
Create Project
Adds a new project into your account.
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 Worksection and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Worksection 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 Worksection 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 Worksection 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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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