Integrazione Zoho CRM + Hipcall
Zoho CRM è un software CRM di vendita online che gestisce i tuoi contatti, lead e vendite.
Quando ciò accade (trigger)
Esegui questa operazione (Azioni)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Module Entry
Triggers when a new entry is created in the specific module.
Triggers when a new entry is created in the specific module.
New Module Entry (Instant)
Triggers when a new entry is created in the specific module.
Triggers when a new entry is created in the specific module.
Update Module Entry (Instant)
Triggers when an existing entry is updated in the specific module.
Triggers when an existing entry is updated in the specific module.
Update Module Entry
Triggers when an existing entry is updated in the specific module.
Triggers when an existing entry is updated in the specific module.
Insert/Update Record
Creates or updates a record in specified module (Contact, Deal, Lead, Task, etc).
Creates or updates a record in specified module (Contact, Deal, Lead, Task, etc).
Create Contact
Creates a contact.
Creates a contact.
Create Lead
Creates a lead.
Creates a lead.
Update Contact
Updates an existing contact.
Updates an existing contact.
Search Contact
Search contact by email.
Search contact by email.
Find or Create Contact
Finds or Creates a contact.
Finds or Creates a contact.
Get Contact
Get a specific contact details.
Get a specific contact details.
Create Account
Creates a new account.
Creates a new account.
Create Deal
Creates a new Deal.
Creates a new Deal.
Delete Contact
Delete a specific contact.
Delete a specific contact.
Create Product
Creates a new product.
Creates a new product.
Add Tag to Contact
Adds a tag to a contact.
Adds a tag to a contact.
Update Lead
Updates an existing lead.
Updates an existing lead.
Search Lead
Search lead by email.
Search lead by email.
Find or Create Lead
Finds or creates a lead.
Finds or creates a lead.
Get Lead
Get a specific lead detail.
Get a specific lead detail.
Delete Lead
Delete a specific lead.
Delete a specific lead.
Add Tag to Lead
Adds a tag to lead.
Adds a tag to lead.
Convert Lead
Converts a lead.
Converts a lead.
Get lead Metadata
Retrieves all the lead metadata.
Retrieves all the lead metadata.
Update Account
Updates an existing account.
Updates an existing account.
Get Account
Get a specific account detail.
Get a specific account detail.
Delete Account
Delete a specific account.
Delete a specific account.
Update Deal
Updates an existing Deal.
Updates an existing Deal.
Get Deal
Get a specific Deal detail.
Get a specific Deal detail.
Delete Deal
Delete a specific Deal.
Delete a specific Deal.
Update Product
Updates an existing product.
Updates an existing product.
Get Product
Get a specific product detail.
Get a specific product detail.
Delete Product
Delete a specific product.
Delete a specific product.
Create Quote
Creates a new quote.
Creates a new quote.
Create Invoice
Creates a new invoice.
Creates a new invoice.
Create Contact Task
Creates a new task for a contact.
Creates a new task for a contact.
Create Lead Task
Creates a new task for a lead.
Creates a new task for a lead.
Create Lead Call
Creates a new call for a lead.
Creates a new call for a lead.
Create Contact Call
Creates a new call for a contact.
Creates a new call for a contact.
Create Sales Order
Creates a new sales order.
Creates a new sales order.
Update Quote
Updates an existing quote.
Updates an existing quote.
Get Quote
Get a specific quote detail.
Get a specific quote detail.
Delete Quote
Delete a specific quote.
Delete a specific quote.
Update Sales Order
Updates an existing sales order.
Updates an existing sales order.
Get Sales Order
Get a specific sales order detail.
Get a specific sales order detail.
Delete Sales Order
Delete a specific sales order.
Delete a specific sales order.
Delete Invoice
Delete an existing invoice.
Delete an existing invoice.
Get Invoice
Get a specific invoice detail.
Get a specific invoice detail.
Update Invoice
Updates an existing invoice.
Updates an existing invoice.
Search Lead via Phone
Searches for an existing lead by phone.
Searches for an existing lead by phone.
Search Contact via Phone
Search contact by phone number.
Search contact by phone number.
Search Module Entry
Searches for an entry in a module.
Searches for an entry in a module.
Global Search
Performs global search by word on selected module.
Performs global search by word on selected module.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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