Create new BrokerEngine cards from new Zoho CRM leads
Streamline your lead management process with this workflow. When a new lead is added in Zoho CRM, it swiftly creates a new card in the BrokerEngine app. This automation enhances your productivity by saving time on data entry tasks, letting you focus more on converting those leads into deals.
Streamline your lead management process with this workflow. When a new lead is added in Zoho CRM, it swiftly creates a new card in the BrokerEngine app. This automation enhances your productivity by saving time on data entry tasks, letting you focus more on converting those leads into deals.
- When this happens...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.
- automatically do this!New Card
Triggers when a new lead is created.
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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 ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It