Notify Slack when a new account is created in Zoho CRM.

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■Overview

‍When a new account is created in Zoho CRM, it automatically notifies a specified Slack channel.

The notification content and the Slack channel to which it is sent can be customized.

‍

■Setup Instructions

・Integrate the Zoho CRM, Slack, and Yoom apps. (My Apps Integration)

・Set the Zoho domain with the trigger "When a new account is created" in Zoho CRM.

・In Slack, configure the operation "Send a message to a channel" by setting up the linked account, the destination channel, and the message content.

‍

■Notes

・Integration settings with accounts are required for both Zoho CRM and Slack.

・Feel free to replace the Slack channel and notification content with any desired values.

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Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.

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