Create new Zoho CRM modules for every new customer in Cliengo
Experience seamless integration between Cliengo and Zoho CRM with this intuitive workflow. Whenever a Nuevo Cliente - New Customer event takes place in Cliengo, a corresponding Create Module Entry activates in your Zoho CRM. This workflow offers a practical solution to cumbersome manual data transfers, boosting your efficiency in customer management and simplifying your onboarding procedures. Maintain focus on what matters most to your business, while this system handles the rest.
- When this happens...Nuevo Cliente - New CustomerSe activa cuando un cliente es creado - Triggers when a new customer is created.
- automatically do this!Create Module EntryCreates a new entry in a module
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More things you can do with Cliengo and Zoho CRM
Discover other triggers and actions you can use with Cliengo and Zoho CRM
- Website
- Nombre del lead si es vacio / Lead name if empty
- Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)
- Email con el teléfono si es Vacio / Email with phone if empty
Try ItTriggerPolling- Nombre / First NameRequired
- Apellido / Last Name
- Correo Electronico / EmailRequired
- Teléfono / Phone
- Teléfono Internacionl / International Phone
- Whatsapp
- Identificación Nacional / National Indentity
- Edad / Age
- Estado / Status
- Mensaje / Message
- Nacionalidad / Nationality
- WebsiteRequired
- Nombre de Empresa / Company Name
- URL de Referencia / Referal URL
- Referido / Referer
- Landing URL
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- UTM Adgroup
- Google Click Identifier
- Dirección IP / IP Direction
- Campos Personalizados / Custom Params
ActionWrite- FieldRequired
ActionSearch- 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
- Website
- Nombre del lead si es vacio / Lead name if empty
- Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)
- Email con el teléfono si es Vacio / Email with phone if empty
Try ItTriggerPolling- IDRequired
- Nombre / Name
- Correo Electronico / Email
- Teléfono / Phone
- Calificación / Rating
- Estado / Status
ActionWrite- FieldRequired
ActionSearch- 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 ItTriggerPolling






