Connect Cakemail and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Updated
Contact Deleted
Contact Tagged
Contact Untagged
New Campaign
Campaign Updated
Campaign Cancelled
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 Cakemail and Zoho CRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
Contact Untagged
Triggers when a contact is untagged.
New Campaign
Triggers when a campaign is created.
Do thisActions
Action is the task that follows automatically within your Cakemail integrations.
Add a Contact
Add a new contact in Cakemail
Update a Contact
Update a perticular contact
Get Account Details
Get the account details.
Shows All Lists
Shows all the Lists.
Validate Domains
Get the DNS entries for the Tracking and the Bounce domains.
Show Email Activity Logs
Show all email activity logs.
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Frequently Asked Questions
To start, connect both your Cakemail and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cakemail triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Cakemail 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 Cakemail 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 Cakemail 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 Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
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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