Adeptia Connect allows you to connect and integrate Zoho CRM with any business application. Our platform allows you to:
Zoho is the most comprehensive suite of web-based programs. These online web applications are geared towards increasing your productivity and offering easy collaboration.
Whatever your domain - be it Sales and Marketing, Finance, Customer Support or Human Resources, Zoho has the right application for you.
Zoho CRM integrations in Adeptia Connect consist of two important components, Triggers and Actions.
Triggers are used when Zoho CRM is your “Source” application and you want to sync-up data from Zoho CRM to your target system.
Actions are used when Zoho CRM is your “Target” application and you want to sync-up data from another business system into this application.
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Setting up of triggers allows you to sync-up Zoho CRM data objects with any application. When any event in Zoho CRM occurs such as the creation of a new Campaign, updating of a Vendor or creating a new Account then the Trigger would automatically kick-off the related connection to sync-up this data with your target application.
User simply selects the Trigger from a drop-down list as shown in the image below.
Some of the triggers are listed here:
An Action specifies how the data will be transferred at the destination location. While configuring Zoho CRM as a target, you can select an Action from the list. Below is a snapshot of the drop-down menu that lists all the Actions.
Some of the Actions are listed here:
Here are some of the popular Zoho CRM connections in use...