Angaza + Zoho CRM
Create new module entries in Zoho CRM when accounts are paid off in Angaza
Keep your customer relationship management up to date when an account is paid off in Angaza with this convenient workflow. As soon as a payment is completed, this process will create a new module entry in your Zoho CRM. This automation ensures your sales and customer service team always have the latest financial details, ensuring wholly accurate customer conversations and interactions at all times.
Keep your customer relationship management up to date when an account is paid off in Angaza with this convenient workflow. As soon as a payment is completed, this process will create a new module entry in your Zoho CRM. This automation ensures your sales and customer service team always have the latest financial details, ensuring wholly accurate customer conversations and interactions at all times.
- When this happens...Account Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Account
Triggers when a new account is created.
Try ItPricing GroupRequired
Number of days overdueRequired
Try ItUpdated Prospect Status
Triggers when a prospect has a new status.
Try ItResponsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
New Prospect
Triggers when a new prospect is created.
Try ItAccount Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItUnit NumberRequired
Responsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
Cash Collected
Account NumberRequired
Assign ToRequired
Due Date
PriorityRequired
Instructions
