Connect Discord and Zoho CRM to Build Intelligent Automations
Ready to use Discord and Zoho CRM automations
Explore more automations built by businesses and experts
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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.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Discord integrations.
Send Message on Channel
Sends a new message to a specified channel.
Rename Channel
Rename a channel to a specific name.
Find Channel
Find a channel by name in a server
Find User
Find a user by name
Get Guild Templates
Get a list of guild templates.
Get All Channels
Get every channel in a server
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Frequently Asked Questions
To start, connect both your Discord and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Discord triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Discord 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 Discord 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 Discord 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 Discord
Discord is a popular communication platform designed for creating communities. It offers voice, video, and text chat options, making it ideal for gamers, educators, and various online communities to connect and collaborate.
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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