Connect Zoho Connect and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Connect
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Enable Integrations or automations with these events of Zoho Connect and Salesmate
Enable Integrations or automations with these events of Zoho Connect and Salesmate
Actions
Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
Create Event
Adds a new event in a specific group.
Create Private Task
Adds a private task.
Create Task in Board
Adds a new task in a specific board.
Invite User to Network
Sends an invite to the user to join your network.
Add Note
Adds Note based on previous step.
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Frequently Asked Questions
To start, connect both your Zoho Connect and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Connect triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Zoho Connect data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Connect and Salesmate 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 Salesmate. 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 Zoho Connect
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 MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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