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8x8 + Zoho CRM + Filter by Zapier

Covert Zoho CRM leads for new, specified chat apps messages in 8x8

Your workflow is broken if you still categorize your leads manually. This integration will help you filter, distribute and categorize leads automatically based on customers' replies. Set this up to lessen the time to process leads based on your multiple campaigns.

Your workflow is broken if you still categorize your leads manually. This integration will help you filter, distribute and categorize leads automatically based on customers' replies. Set this up to lessen the time to process leads based on your multiple campaigns.

  1. When this happens...
    8x88x8
    New Chat Apps Message Received

    Triggers when a new chat app message is received.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Zoho CRMZoho CRM
    Convert Lead

    Convert an existing lead to contact and account

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 8x8 triggers, actions, and search

    New Delivery Receipt

    Triggers when an SMS message has been delivered or rejected.

    Trigger
    Instant
    Try It
    • DestinationsRequired

    • Sender IDRequired

    • MessageRequired

    Action
    Write
    • Destination numberRequired

    • Sender IDRequired

    • MessageRequired

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
8x8 logo
8x8 logo

About 8x8

8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations

Related categories

  • Phone & SMS
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

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filter logo
filter logo

About 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.

Related categories