ZohoCRMCLIAPI@1.0.51 logoFilterAPI logoZohoCRMCLIAPI@1.0.51 logoZohoCRMCLIAPI@1.0.51 logoDelayCLIAPI@1.0.4 logoZohoCRMCLIAPI@1.0.51 logoDelayCLIAPI@1.0.4 logoZohoCRMCLIAPI@1.0.51 logo

[APEX] Voice Sold Contact and Account Created in Zoho CRM

“1. Lead Capture: Triggered by credit card details entry, a lead in Zoho CRM kicks off the automation. 2. Contact Creation: Automatically generates a contact in Zoho CRM, ensuring no lead is left unattended. 3. Account Formation: Simultaneously creates an account for the new contact, centralizing customer data. 4. Contact-Account Association: Seamlessly assigns the new contact to the relevant account for organized management. 5. Deal Assignment: Conditionally, if the lead is interested in the "Voice" product, a deal is crafted and linked to the account. 6. Task Creation: Initiates a "voice fulfillment" task, setting the stage for product delivery and customer satisfaction. 7. Meeting Scheduling: Schedules an upsell meeting/activity in both Zoho CRM and Notion, doubling down on growth opportunities. 8. Reminder Setup: Adds a task for a scheduler to make a reminder call, integrated into both Zoho CRM and Notion for a unified view.”

ignavuscreated by ignavus

This Zap uses the private apps ZohoCRMCLIAPI@1.0.51, ZohoCRMCLIAPI@1.0.51, ZohoCRMCLIAPI@1.0.51, ZohoCRMCLIAPI@1.0.51 and ZohoCRMCLIAPI@1.0.51.

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This Zap works in 8 steps …

  • Step 1 - Trigger

    Anytime a new module entry is created in Your App

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Convert lead in Your App

  • Step 4 - Action

    Create module entry in Your App

  • Step 5 - Action

    Delay for in Your App

  • Step 6 - Action

    Create module entry in Your App

  • Step 7 - Action

    Delay for in Your App

  • Step 8 - Action

    Create module entry in Your App

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    This Zap uses the following 3 apps

    • ZohoCRMCLIAPI@1.0.51 logo

      ZohoCRMCLIAPI@1.0.51

      This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
    • FilterAPI logo

      Filter by Zapier

      Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
    • DelayCLIAPI@1.0.4 logo

      Delay by Zapier

      Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.
    • ZohoCRMCLIAPI@1.0.51 logo
    • Filter by Zapier logo

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