Integrations AgentX Zoho Marketing Automation
AgentX + Zoho Marketing Automation

Connect AgentX and Zoho Marketing Automation to Build Intelligent Automations

Choose a Trigger

AgentX

When this happens...

Choose an Action

Zoho Marketing Automation

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for AgentX

Do thisActions

Action is the task that follows automatically within your AgentX integrations.

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

Create Lead Tag

Create Lead Tag

Creates a new lead tag.

Create Campaign

Create Campaign

Creates a new campaign.

Create Topic

Create Topic

Creates a new Topic.

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Frequently Asked Questions

How do I start an integration between AgentX and Zoho Marketing Automation?

To start, connect both your AgentX and Zoho Marketing Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Zoho Marketing Automation (or vice versa).

Can we customize how data from AgentX is recorded in Zoho Marketing Automation?

Absolutely. You can customize how AgentX data is recorded in Zoho Marketing Automation. This includes choosing which data fields go into which fields of Zoho Marketing Automation, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AgentX and Zoho Marketing Automation?

The data sync between AgentX and Zoho Marketing Automation typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AgentX to Zoho Marketing Automation?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AgentX and Zoho Marketing Automation?

Yes, you can set conditional logic to control the flow of data between AgentX and Zoho Marketing Automation. 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.

AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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Zoho Marketing Automation

About Zoho Marketing Automation

Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.

Learn More