Connect Contacts+ and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed
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 Contacts+ and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Contacts+ integrations.
Remove Tags From Contact
Remove tags from a contact
Add Note To Contact
Attach a note to a contact
Create Contact
Create a new contact
Get Account Information
Fetches the authenticated user’s account information .
Get Teams
Gets a list of teams that the user is a member of.
Create Tag
Create a tag to label contacts
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Frequently Asked Questions
To start, connect both your Contacts+ and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn MoreAbout Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
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