Capture new forms in CallRail and create contacts in Bigin by Zoho CRM
Streamline your customer data management with this workflow. When a form is captured in CallRail, a new contact will be promptly created in Bigin by Zoho CRM. This process not only optimizes your client data handling, but also reduces manual data entry and ensures every collected contact details are efficiently stored within your CRM system.
Streamline your customer data management with this workflow. When a form is captured in CallRail, a new contact will be promptly created in Bigin by Zoho CRM. This process not only optimizes your client data handling, but also reduces manual data entry and ensures every collected contact details are efficiently stored within your CRM system.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Contact
Creates a new contact.
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