How Does Adeptia’s Zoho Connector Work?
Adeptia Connect allows you to connect and integrate Zoho CRM with any business application. Our platform allows you to:
- Choose from a library of shared connections or create your own connection through a wizard and get started in minutes.
- Sync Zoho CRM data such as Campaigns, Cases, Products, Invoices, Sales Orders, Vendors, Accounts, Quotes and other objects to and from your Databases, ERP, Accounting, E-commerce and Marketing platforms.
- Graphically map Zoho CRM data to any other data format in minutes.
- Sync Zoho CRM data with third-party APIs.
- Sync Zoho CRM with QuickBooks or FreshBooks.
- Sync Zoho CRM with on-premise applications or databases via Secure Agent.
- There are many other Zoho CRM integrations available out-of-the-box in Adeptia Connect.
Zoho Connector Details
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.
For more application connectors, click here.
Triggers
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.
Some of the triggers are listed here:
- New Lead
- Triggers when a new Lead is added or updated.
- New Account
- Triggers when an Account is added or updated
- New Campaign
- Triggers when a Campaign is added or updated
- New Purchase Order
- Triggers when a User is added or updated
- New Vendor
- Triggers when a Vendor is added or updated
- New Purchase Order
- Triggers when a Purchase Order is added or updated
- New Contact
- Triggers when a Contact is added or updated
- New Invoice
- Triggers when an Invoice is added or updated
Actions
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:
- Create or Update Lead
- Create or Update Lead
- Create or Update Account
- Create or Update Contact
- Create or Update Potential
- Create or Update Campaign
- Create or Update Product
- Create or Update Invoice
- Create or Update Sales Order
- Create or Update Purchase Order
- Create or Update Vendor
Connections
Here are some of the popular Zoho connections in use.
