Integrate Zoho Marketing Automation with LiquidPlanner
Send information between Zoho Marketing Automation and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Marketing Automation and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead removed from list
Triggers when a lead is removed from the selected list
Lead added to list
Triggers when a lead is added to the selected list
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
All Actions - Actions are the automated tasks
Add lead score
Adds lead score for the specified email address
Create list
Creates a new list
Create or update lead
Creates a new lead or updates the details of an existing lead
Clone campaign
Clones an existing campaign
Add lead to journey
Adds the specified lead to a journey
Create lead tag
Creates a new lead tag
Send email campaign
Sends an existing email campaign
Tag lead
Adds the specified tag to a lead
Update list
Updates the details of an existing list
Unsubscribe lead
Removes a lead from the selected list
Untag lead
Removes the specified tag from a lead
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
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.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
