Connect Urable and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Update Customer
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
Create Module Entry
Ready to use Urable and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Urable integrations.
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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Frequently Asked Questions
To start, connect both your Urable and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Urable 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 Urable 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 Urable 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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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.
Learn More
