Enable Integrations or automations with these events of Zoho Webinar and BoardCRM
Get the list of all users in an organization.
Add a comment to a specified deal in BoardCrm.
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Webinar and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Webinar triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Zoho Webinar 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 Webinar 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 Webinar 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.
Zoho Webinar is a comprehensive platform designed to facilitate seamless online webinars and virtual events. It offers a range of features including live streaming, audience interaction tools, and analytics to help businesses and educators engage with their audience effectively.
Learn MoreBoardCrm 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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