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Automatically create or update Zoho CRM leads from qualified Ocean.io prospects. Latenode's visual editor makes it easier to customize lead nurturing with JavaScript, and scaling is affordable because you pay for execution time.
Connect Ocean.io and Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Ocean.io and Zoho CRM
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or Zoho CRM will be your first step. To do this, click "Choose an app," find Ocean.io or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.
Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io 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 Ocean.io node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
Ocean.io
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Zoho CRM
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 Ocean.io 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 Ocean.io and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho CRM
Trigger on Webhook
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Ocean.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, Zoho CRM, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Ocean.io and Zoho CRM integration works as expected. Depending on your setup, data should flow between Ocean.io and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + Zoho CRM + Slack: When a new company is identified in Ocean.io that meets specific qualification criteria, a new lead is created in Zoho CRM. A notification is then sent to a designated Slack channel to alert the sales team of the new lead.
Zoho CRM + Ocean.io + Google Sheets: When a contact is created or updated in Zoho CRM, that contact is looked up in Ocean.io using the Enrich Person action. The enriched data, along with the Zoho CRM contact data, is then added as a new row to a Google Sheet for reporting.
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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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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How can I connect my Ocean.io account to Zoho CRM using Latenode?
To connect your Ocean.io account to Zoho CRM on Latenode, follow these steps:
Can I automatically update Zoho CRM contacts from Ocean.io leads?
Yes, you can! Latenode allows real-time syncing, ensuring your Zoho CRM is always up-to-date with the latest Ocean.io lead data. Reduce manual work and improve data accuracy with automated contact updates.
What types of tasks can I perform by integrating Ocean.io with Zoho CRM?
Integrating Ocean.io with Zoho CRM allows you to perform various tasks, including:
Can I use JavaScript to transform data between Ocean.io and Zoho CRM?
Yes! Latenode lets you use JavaScript code blocks to transform data for advanced Ocean.io and Zoho CRM integration logic.
Are there any limitations to the Ocean.io and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: