Connect Enrich CRM and Zoho Vault to Build Intelligent Automations

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Enrich CRM

When this happens...

Choose an Action

Zoho Vault

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Enable Integrations or automations with these events of Enrich CRM and Zoho Vault

Enable Integrations or automations with these events of Enrich CRM and Zoho Vault

Actions

Enrich Person & Company

Enrich Person & Company

Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.

Create Folder

Create Folder

Create a new folder to store and share passwords and secrets.

Add Users To Group

Add Users To Group

Creates a new user group in Zoho Vault account.

Get User Details

Get User Details

Retrieve user details by user ID.

Get User Group Details

Get User Group Details

Fetches details of a specific Zoho Vault user group by group ID.

Update User group

Update User group

Update a user group's name, description, and members.

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Frequently Asked Questions

How do I start an integration between Enrich CRM and Zoho Vault?

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

Can we customize how data from Enrich CRM is recorded in Zoho Vault?

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

How often does the data sync between Enrich CRM and Zoho Vault?

The data sync between Enrich CRM and Zoho Vault 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 Enrich CRM to Zoho Vault?

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 Enrich CRM and Zoho Vault?

Yes, you can set conditional logic to control the flow of data between Enrich CRM and Zoho Vault. 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.

Enrich CRM

About Enrich CRM

Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.

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Zoho Vault

About Zoho Vault

Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.

Learn More