Connect Smartlead AI and Zoho CRM to Build Intelligent Automations

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Smartlead AI

When this happens...

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Zoho CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Lead Unsubscribed

Lead Unsubscribed

Triggers when a lead is unsubscribed

Lead Category Updated

Lead Category Updated

Triggers when a lead category is updated

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.

New Deals

New Deals

Triggers when a new deal is created.

Do thisActions

Action is the task that follows automatically within your Smartlead AI integrations.

List all Campaigns

List all Campaigns

This endpoint fetches all the campaigns in your account

Create Campaign

Create Campaign

This endpoint creates a new campaign

Get Campaign By Id

Get Campaign By Id

This endpoint fetches a campaign based on its ID

Delete Campaign By Id

Delete Campaign By Id

This endpoint deletes a campaign based on its ID

List all leads by Campaign ID

List all leads by Campaign ID

This endpoint fetches all the leads in a campaign using the campaign’s ID

Fetch Lead Categories

Fetch Lead Categories

This endpoint fetches all your categories

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Frequently Asked Questions

How do I start an integration between Smartlead AI and Zoho CRM?

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

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

Absolutely. You can customize how Smartlead AI 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 Smartlead AI and Zoho CRM?

The data sync between Smartlead AI 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 Smartlead AI 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 Smartlead AI and Zoho CRM?

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

Smartlead AI

About Smartlead AI

Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.

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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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