
When this happens...
New Announcement
New Status

Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Announcement is added.
Triggers when a new status is added.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Action is the task that follows automatically within your Zoho Connect integrations.
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a private task.
Adds a new task in a specific board.
Adds a new status in a specific group.
Sends an invite to the user to join your network.
Adds a new event in a specific group.

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To start, connect both your Zoho Connect and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Connect triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Zoho Connect data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Connect and Pipeline 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 Zoho Connect and Pipeline 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.
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Learn MorePipeline extends your workflows across teams, departments, and companies.
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