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How to connect Contacts+ and Zoho CRM
Create a New Scenario to Connect Contacts+ and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Zoho CRM will be your first step. To do this, click "Choose an app," find Contacts+ or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho CRM Node
Next, click the plus (+) icon on the Contacts+ node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Contacts+ and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Contacts+ and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Contacts+, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Contacts+ and Zoho CRM integration works as expected. Depending on your setup, data should flow between Contacts+ and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Zoho CRM
Contacts+ + Zoho CRM + Calendly: When a new contact is created in Contacts+, a corresponding lead is created in Zoho CRM. Subsequently, an introductory call is scheduled via Calendly.
Contacts+ + Zoho CRM + Slack: When a contact is updated in Contacts+, the corresponding object in Zoho CRM is updated. Subsequently, a notification is sent to a Slack channel informing the sales team about the contact update.
Contacts+ and Zoho CRM integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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See how Latenode works
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FAQ Contacts+ and Zoho CRM
How can I connect my Contacts+ account to Zoho CRM using Latenode?
To connect your Contacts+ account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Zoho CRM contacts from Contacts+?
Yes, with Latenode you can create a workflow that automatically updates Zoho CRM contacts whenever a contact is updated in Contacts+, ensuring your data is always synchronized.
What types of tasks can I perform by integrating Contacts+ with Zoho CRM?
Integrating Contacts+ with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM leads from new Contacts+ contacts.
- Update existing Zoho CRM contacts with Contacts+ data.
- Sync contact details between both platforms in real-time.
- Automatically enrich contact data in Zoho CRM using Contacts+.
- Trigger custom notifications based on contact changes.
Can I use JavaScript to transform data between Contacts+ and Zoho CRM?
Yes, Latenode allows you to use JavaScript code blocks to transform and manipulate data, providing advanced control over data mapping.
Are there any limitations to the Contacts+ and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large-scale data synchronization can be subject to API rate limits.
- Custom fields might need manual mapping during setup.
