Connect Espo CRM and Zoho Marketing Automation to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Lead Tag
Create Campaign
Create Topic
Add Leads in Existing List
Add New List and Leads
Assign Tag to Lead
Subscribe Lead to Mailing List
Schedule Campaign
Send Campaign
Ready to use Espo CRM and Zoho Marketing Automation automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Lead Tag
Creates a new lead tag.
Create Campaign
Creates a new campaign.
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Frequently Asked Questions
To start, connect both your Espo CRM and Zoho Marketing Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Zoho Marketing Automation (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Zoho Marketing Automation. This includes choosing which data fields go into which fields of Zoho Marketing Automation, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Zoho Marketing Automation 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 Espo CRM and Zoho Marketing Automation. 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout Zoho Marketing Automation
Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
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