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Customize your Veeva CRM and Zoho Mail integration with the following triggers and actions.

Triggers

When this happens…

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM
  • Any other trigger you can think up

Zoho Mail
  • New mail
    New mail in Zoho Mail
  • New mail in folder
    New mail in selected folder in Zoho Mail
  • New mail matching search
    New mail matching search in Zoho Mail
  • Any other trigger you can think up

Actions

Do this…

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects
    Get related object list in Veeva CRM
  • Search objects
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM
  • Any other action you can think up

Zoho Mail
  • Create draft
    Create Draft in Zoho Mail
  • Create task
    Create New task in Zoho Mail
  • Send mail
    Send New mail in Zoho Mail
  • Any other action you can think up

Let us tailor your Veeva CRM and Zoho Mail integrations

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