Connect Agora and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agora
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use Agora and Zoho CRM automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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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.
Do thisActions
Action is the task that follows automatically within your Agora integrations.
Get project usage
Gets the usage data of a specified project.
Enable or Disable Primary app
Enables or disables the primary app certificate for a project by ID.
Set IP Address
Sets the IP of the recording server for a project by ID.
Enable or Disable a Project
Enables or Disables a project by ID.
Get a Project by ID
Gets the info on a project by ID.
Create a project
Creates a new project.
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Frequently Asked Questions
To start, connect both your Agora and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Agora triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Agora 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 Agora 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 Agora 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 Agora
Agora offers real-time voice, video, and live interactive streaming platforms, enabling developers to embed real-time video and voice functionalities into their applications.
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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