When a lead is created or updated in Zoho CRM, notify Slack.

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■Overview

‍When a new lead is created or updated in Zoho CRM, it automatically notifies the specified Slack channel.

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

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‍■Setup Instructions

・Integrate each of the Zoho CRM and Slack apps with Yoom. (My App Integration)

・Set the Zoho domain with the trigger "When a lead is created or updated" in Zoho CRM.

・In Slack, configure the integration account, destination channel, and message content with the operation "Send a message to a channel."

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‍■Notes

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

・Replace the Slack channel and notification content with any desired values.

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About the Apps You Use

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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Zoho CRM

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Slack

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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Slack