CallTrackingMetrics + Zoho CRM
Create new Zoho CRM module entries from new calls tracked in CallTrackingMetrics
Effortlessly enhance your client management process by connecting CallTrackingMetrics and Zoho CRM. Utilizing this workflow, the moment a call is logged in CallTrackingMetrics, a corresponding record is instantaneously created in Zoho CRM. This optimizes your record management, providing a seamless data flow and propelling your business efficiency.
Effortlessly enhance your client management process by connecting CallTrackingMetrics and Zoho CRM. Utilizing this workflow, the moment a call is logged in CallTrackingMetrics, a corresponding record is instantaneously created in Zoho CRM. This optimizes your record management, providing a seamless data flow and propelling your business efficiency.
- When this happens...New Call
Triggers when you receive a new call.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Call
Triggers when you receive a new call.
Try ItNew 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
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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.
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