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Cliengo + Zoho CRM

Create Cliengo customers from new Zoho CRM contacts

Easily streamline your client management process with this efficient workflow. Whenever a new contact is added in Zoho CRM, a customer will be created in Cliengo, ensuring a seamless information transfer. Save time and effort, while keeping your client information up-to-date and consistent across both platforms.

Easily streamline your client management process with this efficient workflow. Whenever a new contact is added in Zoho CRM, a customer will be created in Cliengo, ensuring a seamless information transfer. Save time and effort, while keeping your client information up-to-date and consistent across both platforms.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    CliengoCliengo
    Crear Cliente / Create Customer

    Crear un nuevo contacto / Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Cliengo

Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.

Related categories

  • Contact Management
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

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