Connect Zoho CRM and trak-qr-automation to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
Choose an Action
Automatically do this!
- Request a new Action for trak-qr-automation
Enable Integrations or automations with these events of Zoho CRM and trak-qr-automation
Enable Integrations or automations with these events of Zoho CRM and trak-qr-automation
Triggers
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Actions
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tag to Lead
add a tag to an existing record to lead in Zoho CRM
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Zoho CRM and trak-qr-automation accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho CRM triggers actions in trak-qr-automation (or vice versa).
Absolutely. You can customize how Zoho CRM data is recorded in trak-qr-automation. This includes choosing which data fields go into which fields of trak-qr-automation, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho CRM and trak-qr-automation 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 trak-qr-automation. 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 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.
Learn MoreAbout trak-qr-automation
Trak enables using smartphones and QR codes to track actions on physical artifacts like documents, envelopes, boxes, tools, buildings, etc.
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