Enable Integrations or automations with these events of Zoho CRM and staatic
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.
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 staatic accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho CRM triggers actions in staatic (or vice versa).
Absolutely. You can customize how Zoho CRM data is recorded in staatic. This includes choosing which data fields go into which fields of staatic, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho CRM and staatic 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 staatic. 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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