
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
Automatically do this!
Find a Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create a Subscriber
Update a Subscriber
Unsubscribe a Subscriber
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Action is the task that follows automatically within your Zoho CRM integrations.
Update an existing lead by Email, Mobile and ID.
Create a note in the selected module
Creates a new lead
Searchs Lead by Mobile Number
Updates an existing note associated with a specific Lead
add a tag to an existing record to lead in Zoho CRM

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To start, connect both your Zoho CRM and ConvertKit or Kit accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho CRM triggers actions in ConvertKit or Kit (or vice versa).
Absolutely. You can customize how Zoho CRM data is recorded in ConvertKit or Kit. This includes choosing which data fields go into which fields of ConvertKit or Kit, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho CRM and ConvertKit or Kit 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 CRM and ConvertKit or Kit. 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.
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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