Connect Zoho CRM and Upvoted to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

New or Updated Lead

New or Updated Lead

Triggers when a lead is created or updated in Zoho CRM since the last schedule run.

Do thisActions

Action is the task that follows automatically within your Zoho CRM integrations.

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

Create a lead

Create a lead

Creates a new lead

Search Lead

Search Lead

Searchs Lead by Mobile Number

Update Note in Lead

Update Note in Lead

Updates an existing note associated with a specific Lead

Add Tag to Lead

Add Tag to Lead

add a tag to an existing record to lead in Zoho CRM

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Frequently Asked Questions

How do I start an integration between Zoho CRM and Upvoted?

To start, connect both your Zoho CRM and Upvoted accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho CRM triggers actions in Upvoted (or vice versa).

Can we customize how data from Zoho CRM is recorded in Upvoted?

Absolutely. You can customize how Zoho CRM data is recorded in Upvoted. This includes choosing which data fields go into which fields of Upvoted, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho CRM and Upvoted?

The data sync between Zoho CRM and Upvoted typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho CRM to Upvoted?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho CRM and Upvoted?

Yes, you can set conditional logic to control the flow of data between Zoho CRM and Upvoted. 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

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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Upvoted

About Upvoted

Upvoted is a platform designed to enhance user engagement and interaction through voting and feedback mechanisms. It allows users to upvote content, ideas, or products, fostering a community-driven environment for decision-making and prioritization.

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