An automated workflow using integromat
Connects Zoho CRM + Veriphone
Verify and update a phone number of a Zoho CRM contact using Veriphone
About this workflow template
This automation scenario allows you to connect Zoho CRM and Veriphone
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Zoho CRM
Watch Objects in Zoho CRM
Triggers when a new object is created or updated.
Then these actions happen in Zoho CRM and Zoho CRM
Verify a Phone in Veriphone
Takes a phone number and an optional default-country as input, and tells you if the number is valid.
Update an Object in Zoho CRM
Updates an existing object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Verify and update a phone number of a Zoho CRM contact using Veriphone.
Part I
Configure Applications
First, we need to connect Zoho CRM and Veriphone to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Connect Veriphone to Make.com.
Give Make.com access to your Veriphone account, using Veriphone credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Zoho CRM
Choose the following trigger: Watch Objects (Triggers when a new object is created or updated.).
Then set up an Action for Veriphone
Choose this action: Verify a Phone (Takes a phone number and an optional default-country as input, and tells you if the number is valid.).
Then set up another Action for Zoho CRM
Choose this action: Update an Object (Updates an existing object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho CRM and Veriphone.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Verify and update a phone number of a Zoho CRM contact using Veriphone!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Verify a phone
Takes a phone number and an optional default-country as input, and tells you if the number is valid.
actionbyintegromatVerify phone number
Verify a phone number
actionbyzapierpipedreamGet a phone example
Returns an example (dummy) phone number for any country/phone-type combination.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatGet dummy phone number
Get dummy phone number
actionbypipedreamExample phone number
Get an example phone number for a given country
triggerbyzapier
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
