Connect viaSocket utilities and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for viaSocket utilities
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
Ready to use viaSocket utilities and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Task
Triggers when a new task is created.
New Campaign
Triggers when a new campaign is created.
Do thisActions
Action is the task that follows automatically within your viaSocket utilities integrations.
Delay
Add a pause in your workflow by entering a condition below. This action will return a delay in minutes based on your input..
Flow Connector
Select the flow you want to call from here.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
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Frequently Asked Questions
To start, connect both your viaSocket utilities and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket utilities triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how viaSocket utilities 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 viaSocket utilities 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 viaSocket utilities 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 viaSocket utilities
Utility services for viasocket.com provide essential tools and functionalities to enhance and streamline workflow automation, enabling users to connect various applications and automate tasks efficiently.
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.
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