Ocean.io and Zoho CRM Integration

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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.

Swap Apps

Ocean.io

Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ocean.io and Zoho CRM

Create a New Scenario to Connect Ocean.io and Zoho CRM

In the workspace, click the β€œCreate 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 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.

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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.

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Connect Ocean.io

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Run node once

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.

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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.

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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.

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Zoho CRM Oauth 2.0

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The action ID

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Run node once

Set Up the Ocean.io 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 Ocean.io, 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 β€œRun once” 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.

Most powerful ways to connect Ocean.io and Zoho CRM

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.

Ocean.io and Zoho CRM integration alternatives

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.

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.

See how Latenode works

FAQ Ocean.io and Zoho CRM

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Ocean.io and click on "Connect".
  • Authenticate your Ocean.io 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 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:

  • Automatically creating new Zoho CRM leads from qualified Ocean.io contacts.
  • Updating existing Zoho CRM contact information with data from Ocean.io profiles.
  • Triggering follow-up tasks in Zoho CRM when a lead reaches a stage in Ocean.io.
  • Segmenting Zoho CRM contacts based on Ocean.io engagement data.
  • Sending personalized email campaigns via Zoho CRM based on Ocean.io insights.

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:

  • Rate limits imposed by Ocean.io and Zoho CRM APIs may affect high-volume data transfers.
  • Custom fields in Ocean.io and Zoho CRM require manual mapping in Latenode workflows.
  • Complex data transformations may require advanced JavaScript coding within Latenode.

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