Integrate Zoho Marketing Automation with Octadesk

Send information between Zoho Marketing Automation and Octadesk automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho Marketing Automation and Octadesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

Customer added

Triggers when a new customer is added

Organization added

Triggers when a new organisation is added

Agent added

Triggers when a new agent is added

Ticket added

Triggers when a new ticket is added

All Actions - Actions are the automated tasks

Add lead score

Adds lead score for the specified email address

Add lead to journey

Adds the specified lead to a journey

Clone campaign

Clones an existing campaign

Create or update lead

Creates a new lead or updates the details of an existing lead

Create list

Creates a new list

Tag lead

Adds the specified tag to a lead

Send email campaign

Sends an existing email campaign

Create lead tag

Creates a new lead tag

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Untag lead

Removes the specified tag from a lead

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

Create ticket

Creates a new ticket

Create person

Creates a new person

Create product

Creates a new product

Update ticket

Updates the details of an existing ticket

Create organization

Creates a new organization

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Fetch organization

Fetches the details of an existing organization by name

Fetch requester

Fetches the details of an existing requester using email address

Fetch person

Fetches the details of an existing person using email address

Search ticket

Search for an existing ticket

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

What is Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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