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Swiftype

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Zoho CRM

Integrations SwiftypeZoho CRM

Create integrations between Swiftype and Zoho CRM

whenNew Document
Update Note in Lead

Update Note in Lead in Zoho-crm when New Document in Swiftype

whenNew Document

undefined in Zoho-crm when New Document in Swiftype

whenNew Document

undefined in Zoho-crm when New Document in Swiftype

whenNew Document

undefined in Zoho-crm when New Document in Swiftype

whenNew Document

undefined in Zoho-crm when New Document in Swiftype

whenNew Document
Update a lead

Update a lead in Zoho CRM when New Document in Swiftype

whenNew Document
Create a lead

Create a lead in Zoho-crm when New Document in Swiftype

whenNew Document
Add Tag to Lead

Add Tag to Lead in Zoho CRM when New Document in Swiftype

whenNew Document
Create a Note

Create a Note in Zoho-crm when New Document in Swiftype

whenNew Document
Search Lead

Search Lead in Zoho CRM when New Document in Swiftype

Actions and Triggers

When this happensTriggers

Swiftype

New Document

Triggers when a new Documents is created.

Do thisActions

Swiftype

Create Document

Creates a new Document.

Swiftype

Update a lead

Update an existing lead by Email, Mobile and ID.

Swiftype

Create a Note

Create a note in the selected module

Swiftype

Create a lead

Creates a new lead

Swiftype

Search Lead

Searchs Lead by Mobile Number

Swiftype

Update Note in Lead

Updates an existing note associated with a specific Lead

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.
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About Swiftype

Improve your website or app’s search function with Swiftype. Our easy-to-use tool helps users find what they need quickly and efficiently.

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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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