Connect Zoho Meetings and BoardCrm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Meetings
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Zoho Meetings and BoardCrm
Enable Integrations or automations with these events of Zoho Meetings and BoardCrm
Actions
Get Users
Schedule Meeting
Schedules a new meeting.
Update a Meeting
Update a meeting details.
Delete a Meeting
Delete a meeting.
Find Meeting
Find the details of a specific meeting.
Create a Webinar
Create a new Webinar.
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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
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Frequently Asked Questions
To start, connect both your Zoho Meetings and BoardCrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Meetings triggers actions in BoardCrm (or vice versa).
Absolutely. You can customize how Zoho Meetings data is recorded in BoardCrm. This includes choosing which data fields go into which fields of BoardCrm, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Meetings and BoardCrm 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 Meetings and BoardCrm. 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 Meetings
Zoho Meetings is a robust online meeting platform that enables seamless virtual collaboration. It offers features like video conferencing, screen sharing, webinar hosting, and real-time messaging, all designed to enhance productivity and communication for businesses and teams.
Learn MoreAbout BoardCrm
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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