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Cliengo + Zoho CRM

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.

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.

  1. When this happens...
    CliengoCliengo
    Nuevo Cliente - New Customer

    Se activa cuando un cliente es creado - Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
    • FieldRequired

    Action
    Search
  • 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
    • 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

    Trigger
    Scheduled
    Try It
    • ID Required

    • Nombre / Name

    • Correo Electronico / Email

    • Teléfono / Phone

    • Calificación / Rating

    • Estado / Status

    Action
    Write
    • FieldRequired

    Action
    Search
  • 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
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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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