Zoho CRM is a comprehensive customer relationship management platform designed to streamline business processes, manage customer interactions, sales, and marketing in a single system. It offers automation, analytics, and integration capabilities to enhance efficiency and customer satisfaction. Integrating Zoho CRM with Keragon, can significantly improve healthcare workflows by automating patient appointment scheduling, follow-ups, and personalized patient communication based on their history and preferences. This synergy can free up valuable time for healthcare professionals, allowing them to focus more on patient care rather than administrative tasks, ultimately enhancing the patient experience and operational efficiency.

Design dynamic ZohoCRM automations that streamlines the patient management experience powered by Keragon's secure and scalable platform. Our triggers and actions, available in the ZohoCRM connector, will enable you to build powerful integrations with less engineering resources and without maintenance headaches.

Triggers

New or Updated Contact

Emits an event each time a new contact is created or updated in Zoho CRM

Real-time

New or Updated Lead

Emits an event each time a new lead is created or updated in Zoho CRM

Real-time

New User

Emits an event each time a new user is created in Zoho CRM

Real-time

New Event

Emit new custom events from Zoho CRM

Real-time

New Lead

Emits an event each time a new lead is created in Zoho CRM

Real-time

New Contact

Emits an event each time a new contact is created in Zoho CRM

Real-time

New or Updated Module Entry

Emits an event each time a module/record is created or edited in Zoho CRM

Real-time

New Module Entry

Start workflows each time a new module/record is created in Zoho CRM

Real-time

Updated Module Entry

Emits an event each time a new module/record is updated in Zoho CRM

Real-time

Actions

Make API Call

Makes an aribitrary call to Zoho CRM API.

List Fields

Gets the field metadata for the specified module

Create Object

Create a new object/module entry.

Search Objects

Retrieves the records that match your search criteria.

List Modules

Retrieves a list of all the modules available in your CRM account.

Convert Lead

Converts a Lead into a Contact or an Account.

List Objects

Gets the list of available records from a module.

Get Object

Gets record data given its id.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.