Zoho CRM

CRM

ShareFile

Productivity

Integrations Zoho CRM ShareFile

Create integrations between Zoho CRM and ShareFile

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Search a record in Zoho-crm when New File in ShareFile

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Update a lead in Zoho-crm when New File in ShareFile

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Create a Note in Zoho-crm when New File in ShareFile

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Create a lead in Zoho-crm when New File in ShareFile

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Search a record in Zoho-crm when New Client in ShareFile

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Update a lead in Zoho-crm when New Client in ShareFile

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Create a Note in Zoho-crm when New Client in ShareFile

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Create a lead in Zoho-crm when New Client in ShareFile

Actions and Triggers

Triggers

New File

Triggers when a new file is uploaded to a specified folder.

New Client

Triggers when a new client is created.

Actions

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

Add Note

Adds a note in the chosen folder.

Add URL

Adds a URL in the chosen folder.

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About 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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About ShareFile

ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.

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