Articles on: Peoplelogic Optimize

What Events Does Process from Zoho CRM? uses the latest Zoho CRM REST API to aggregate events from the Zoho accounts that the OAuth token has access to.  Out of the box we aggregate the following events:

Account Created
Account Updated
Lead Created ✅
Lead Updated
Contact Created
Contact Updated
Opportunity Contract Sent
Opportunity Amount Changed
Opportunity Stage Change
Opportunity Won ✅
Opportunity Lost ✅
Opportunity Created
Task Event Created ✅
Meeting Event Created ✅
Call Event Created ✅
Activity Updated

✅  Good KPI choices for this integration

Updated on: 17/11/2023

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