Connect Zoho People and Copilot CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Zoho People and Copilot CRM
Enable Integrations or automations with these events of Zoho People and Copilot CRM
Actions
Create Attendence Entry
Records an employee’s check-in and check-out time and updates attendance instantly.
Search Employee
Retrieve the details of a specific employee.
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Frequently Asked Questions
To start, connect both your Zoho People and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho People triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Zoho People data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho People and Copilot 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 Zoho People and Copilot 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 Zoho People
Zoho People is a comprehensive HR management platform designed to streamline and automate various human resource processes. It offers features such as employee database management, attendance tracking, leave management, and performance appraisals, making it an essential tool for efficient HR operations.
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About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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