Connect Gtwy and Zoho CRM to Build Intelligent Automations

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Gtwy

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Error Alert

Error Alert

Send an alert when an error occurs for one or more selected bridges.

Missing Variable Alert

Missing Variable Alert

Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.

retry alert is created

retry alert is created

runs when retry alert is created

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

Do thisActions

Action is the task that follows automatically within your Gtwy integrations.

Talk to AI

Talk to AI

Give prompt to the selected AI agent and receive its reply.

Send message to AI agent

Send message to AI agent

Send a message to the selected AI agent and receive its reply.

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

Create a lead

Create a lead

Creates a new lead

Search Lead

Search Lead

Searchs Lead by Mobile Number

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Frequently Asked Questions

How do I start an integration between Gtwy and Zoho CRM?

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

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

Absolutely. You can customize how Gtwy 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.

How often does the data sync between Gtwy and Zoho CRM?

The data sync between Gtwy and Zoho CRM 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 Gtwy to Zoho CRM?

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 Gtwy and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Gtwy 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.

Gtwy

About Gtwy

AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.

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Zoho CRM

About 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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