Connect Zoho Mail and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Zoho Mail and Apptivo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when new email received.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft email.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body.
Get User Signatures
Gets a list of all users' email signatures.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
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Frequently Asked Questions
To start, connect both your Zoho Mail and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Zoho Mail data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Mail and Apptivo CRM 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 Mail and Apptivo CRM. 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 Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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