Chekkit + Zoho CRM
Chekkit + Zoho CRM
Create new Zoho CRM entries from new inbound text messages in Chekkit
Improve your customer interaction and follow-up process seamlessly. Upon receiving a new text message in Chekkit, this workflow simultaneously creates a corresponding entry in Zoho CRM. This efficient process eliminates the manual transfer of data between systems, ensuring customer information is up-to-date in your CRM. Experience enhanced precision in communication management and overall business operations.
- When this happens...New Inbound Text MessageTriggers when you a receive a new SMS message to your Chekkit account.
- automatically do this!Create Module EntryCreates a new entry in a module
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More things you can do with Chekkit and Zoho CRM
Discover other triggers and actions you can use with Chekkit and Zoho CRM
- New Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
Try ItTriggerPolling - New Textchat Message
Triggers when a new message is sent through your textchat widget.
Try ItTriggerPolling - MessageRequired
ActionWrite- Customer NameRequired
- Mobile Phone
- Email
ActionWrite
- New Review Invitation Sent
Triggers when a new review invitation is sent.
Try ItTriggerPolling - Full NameRequired
- Mobile Phone
- Email
- text
ActionWrite- Customer NameRequired
- Mobile Phone Number
- Email Address
- MessageRequired
- Employee
ActionWrite- 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 ItTriggerPolling
