17hats + Zoho CRM
Create leads in Zoho CRM from new 17hats contacts
Effortlessly streamline your sales process with this 17hats and Zoho CRM workflow. When a new contact is added in 17hats, this automation will create a lead in Zoho CRM, ensuring a seamless transition and keeping your customer information centralized. Save time and stay organized by automating your contact management.
Effortlessly streamline your sales process with this 17hats and Zoho CRM workflow. When a new contact is added in 17hats, this automation will create a lead in Zoho CRM, ensuring a seamless transition and keeping your customer information centralized. Save time and stay organized by automating your contact management.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
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- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New 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.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
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.
Try It
