viasocket
Refiner

Refiner

Zoho CRM

Zoho CRM

Create integrations between Refiner and Zoho CRM

Actions and Triggers

When this happensTriggers

Refiner

New Lead

Triggers when a new lead is created.

Refiner

New Contact

Triggers when a new contact is created.

Do thisActions

Refiner

Create or Track Event

This endpoint allows tracking of user events by providing the user's ID and the event name. If no matching user is found by the provided ID or email, a new user is automatically created.

Refiner

Create Or Identify User

Identify an existing user in the system based on specific identifiers or create a new user if they do not already exist.

Refiner

Update a lead

Update an existing lead by Email, Mobile and ID.

Refiner

Create a Note

Create a note in the selected module

Refiner

Create a lead

Creates a new lead

Refiner

Search Lead

Searchs Lead by Mobile Number

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Refiner

About Refiner

Refiner is a powerful tool designed to help businesses gather and analyze customer feedback. With its intuitive interface, you can create surveys, collect responses, and gain valuable insights to improve your products and services.

Learn More
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.

Learn More