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How Zapier works
Zapier makes it easy to integrate Zoho CRM with CleverTap - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Zoho CRM.
Add your action
An action happens after the trigger—such as "Create/Update User Profile" in CleverTap.
You’re connected!
Zapier seamlessly connects Zoho CRM and CleverTap, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerPolling
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- ModuleRequired
Try ItTriggerInstant
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Connect Zoho CRM and CleverTap to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Zoho CRM + CleverTap integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho CRM and CleverTap
How can I integrate Zoho CRM with CleverTap?
To integrate Zoho CRM with CleverTap, you will generally use an integration platform or API that supports both services. This often involves setting up specific triggers – such as a new lead in Zoho CRM – and actions, like adding that lead to a segment in CleverTap.
Can I trigger a CleverTap campaign based on events in Zoho CRM?
Yes, you can trigger campaigns in CleverTap when specific events occur in Zoho CRM. For example, when a new contact is added or when a deal reaches a certain stage, these can be set as triggers to activate corresponding actions within CleverTap.
What data can be synced between Zoho CRM and CleverTap?
The types of data that can be synced between Zoho CRM and CleverTap include contacts, leads, accounts, and activities. You can set specific triggers to update this data automatically based on actions taken in either system.
Is it possible to segment users in CleverTap based on their activity in Zoho CRM?
Yes, it's possible to segment users within CleverTap using activity data from Zoho CRM. For instance, if a lead takes certain actions or reaches milestones within Zoho CRM, we can create segments in CleverTap for targeted engagement.
Do I need coding skills to set up the integration between Zoho CRM and CleverTap?
No coding skills are necessary if you use an integration platform that provides pre-built connectors for both Zoho CRM and CleverTap. These platforms typically allow you to drag-and-drop triggers and actions without writing any code.
How often does data sync between Zoho CRM and CleverTap once everything is set up?
The frequency of data sync between Zoho CRM and CleverTap depends on the settings in your integration platform. It could range from real-time synchronization to scheduled batch updates at intervals like hourly or daily.
What should I do if there's an error during the integration process?
If an error occurs during the integration process between Zoho CRM and CleverTap, check the logs provided by your integration platform for troubleshooting details. You may also explore FAQ resources or contact our support team for further assistance.
