Connect Zoho Sprints and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Sprints
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Zoho Sprints and Redtail CRM
Enable Integrations or automations with these events of Zoho Sprints and Redtail CRM
Actions
Get Projects
Get all projects of a team
List Workspaces
Get the list of all the workspaces in which you are associated.
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Frequently Asked Questions
To start, connect both your Zoho Sprints and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sprints triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Zoho Sprints data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sprints and Redtail 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 Zoho Sprints and Redtail 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 Zoho Sprints
Zoho Sprints is an agile project management tool designed to help teams plan, track, and manage their work efficiently. It offers features like sprint planning, backlog management, time tracking, and collaboration tools to ensure teams can deliver projects on time and within scope.
Learn MoreAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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