Triggers instantaneously when an entry is created or modified in the specified module.
New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
Send Promotional SMS
Sends Promotional SMS to a set of specified phone numbers.
Send Transactional SMS
Sends transactional SMS to specified phone number.
It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.
Add Attachment
Add attachment to the selected Module entry.
Create Module Entry
Creates a new entry in a module
Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
New Contact
Triggers when a new contact is added.
New or Updated Module Entry
Triggers instantaneously when an entry is created or modified in the specified module.
New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
Send Promotional SMS
Sends Promotional SMS to a set of specified phone numbers.
Send Transactional SMS
Sends transactional SMS to specified phone number.
It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.
Add Attachment
Add attachment to the selected Module entry.
Create Module Entry
Creates a new entry in a module
Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
How BulkGate and Zoho CRM Integrations Work
Follow the steps below to start setting up your BulkGate integrations using Appy Pie Automate: using Appy Pie Automate:
Step 1: Select Trigger
Choose BulkGate as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action
After completing the trigger test, select Zoho CRM as the action app from the list.
Step 3: Authenticate
Connect your Zoho CRM account & authenticate it.
Step 4: Setup & Test
Select the data you want to send from BulkGate to Zoho CRM & your AI Agent is ready!
Choose the app you want to Integrate with BulkGate and Zoho CRM
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
The integration between BulkGate and Zoho CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between BulkGate and Zoho CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
While assessing the security of integrating BulkGate with Zoho CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the BulkGate-Zoho CRM integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by BulkGate and Zoho CRM integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on December 1, 2024, 11:45 pm
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