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Set up your first integration
Quickly connect WeTravel to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate WeTravel with Zoho CRM - 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 "Lead Updated" from WeTravel.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects WeTravel and Zoho CRM, 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.
- Lead Updated
Triggers when a lead gets updated
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Transaction Updated
Triggers whenever a transaction is updated, such as when rebooking to another trip.
Try ItTriggerInstant - 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 Customer
Triggers when a new customer is added.
Try ItTriggerInstant - New Transaction
Triggers when a new transaction is added.
Try ItTriggerInstant - 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
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Connect WeTravel and Zoho CRM 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.
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Frequently Asked Questions about WeTravel + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with WeTravel and Zoho CRM
What is the main purpose of integrating WeTravel with Zoho CRM?
The primary purpose of integrating WeTravel with Zoho CRM is to seamlessly transfer booking and customer information from WeTravel directly into Zoho CRM. This ensures that all customer data is centralized, up-to-date, and easily accessible for sales and marketing efforts.
How do triggers work when integrating WeTravel with Zoho CRM?
Triggers are specific events in WeTravel, such as a new booking or updated customer information, that automatically initiate a corresponding action in Zoho CRM. When these events occur, they trigger processes like creating or updating a contact in Zoho CRM.
Can I customize actions initiated by triggers in the integration?
Yes, actions following triggers can be customized according to your business needs. For instance, you can configure the integration to update an existing customer's details in Zoho CRM whenever their information changes in WeTravel.
What types of data can be transferred from WeTravel to Zoho CRM through this integration?
Through this integration, various types of data such as customer contact information, travel details, payment statuses, and booking confirmations can be transferred from WeTravel directly into your Zoho CRM system.
Are there any prerequisites before setting up the integration between WeTravel and Zoho CRM?
Before setting up the integration between WeTravel and Zoho CRM, ensure you have active accounts on both platforms with administrator access. Additionally, familiarize yourself with both platforms' APIs if custom configurations are needed.
Does the integration support real-time updates between WeTravel and Zoho CRM?
Yes, our integration supports real-time updates ensuring that any changes or new entries made in WeTravel are immediately reflected in your Zoho CRM database without delay.
Is help available if I encounter issues during the integration process?
We provide comprehensive documentation on how to set up and manage your integrations. Additionally, our support team is available to help resolve any issues you might encounter during the setup or use of the integration.
