CODEWITHSUNDEEP
zoho
voila
voila

Reputation: 1666

Zoho sync data between crm and mysql

I am planning to use zoho crm for my business. On on side I have clients who pay my business, on other hand I have online customer to whom I assign work given to me by clients. So basically my business is kind a mediator.

Now I want to use zoho crm workflow automation like when lead is created signup mail should be sent. I want to increase lead score when client does particular activity. I want to use webform to capture leads.

My issue is that zoho crm gives very less number of APIs like 500 per user per day. Then how do I do capture leads directly into crm. How do I increase lead score.

How do you guys manage such scenarios ?

Upvotes: 0

Views: 781

Answers (1)

Cristian Pontes
Cristian Pontes

Reputation: 26

The API Calls per day day will depend of your subscription plan.

  1. Standard: starts with 2000 calls per day
  2. Professional: starts with 3000 per day
  3. Enterprise: starts with 4000 per day

Reference link

In several cases this will be enough, however there are a little tricks for saving API calls like using the API V4 in which you can insert/update multiples records (100 per request).

Also, you can use the custom function (zoho deluge) in the CRM and set yours workflow rules like:

Each time a new lead is created with the status "Not contacted" then:

  1. Send a welcome email
  2. Create a case (zoho deluge)
  3. Create a taks (zoho deluge)
  4. etc.

The rate limit for zoho custom functions is not the same as zoho api calls. (Integration Tasks - 25000 Zoho API calls/day using deluge.) So you can use both of them.

Reference link

Upvotes: 1

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