Connect Netlify and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deploy Started
Deploy Succeeded after failing
New Deploy Failed
New Form Submission
Deploy Created
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
Ready to use Netlify and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deploy Started
Triggers when a new deploy of your site has started building.
Deploy Succeeded after failing
Triggers when a new version of your site has successfully deployed after failing.
New Deploy Failed
Triggers when a new deploy of your site has failed.
New Form Submission
Triggers when a form receives a new submission.
Deploy Created
Triggers when a new deploy is created.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Netlify integrations.
Start deploy
Performs a new deploy of an existing site.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
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Frequently Asked Questions
To start, connect both your Netlify and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Netlify triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Netlify 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 Netlify 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 Netlify 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 Netlify
Netlify is a platform that automates the deployment and management of modern web projects. It provides continuous deployment, a powerful build environment, and a global CDN to deliver your sites quickly and securely.
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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