Client Dispute Manager + Zoho CRM

Create and manage leads in Client Dispute Manager for every new or updated lead in Zoho CRM

Streamline your workflow between Zoho CRM and Client Dispute Manager with this automation. Once set, whenever there's a new or updated lead in Zoho CRM, a corresponding lead is instantly created in Client Dispute Manager. This allows for an efficient process, ensuring no lead slips through the cracks while saving you the time and effort of manual data entry.

When this happens...
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.
TriggerScheduled
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Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Trigger
Scheduled
Try It
Archive Lead Status
Triggers when we change the status from archive lead to other status.
Trigger
Scheduled
Try It
Completed Status
Triggers when we change the status from completed to other status.
Trigger
Scheduled
Try It
Lead Status
Triggers when we change the status from lead to other status.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
No Portal Access Status
Triggers when we change the status from no portal access to other status.
Trigger
Scheduled
Try It
Prospect Status
Triggers when we change the status from prospect to other status.
Trigger
Scheduled
Try It
Suspended Status
Triggers when we change the status from suspended to other status.
Trigger
Scheduled
Try It
- First NameRequired
- Middle Name
- Last Name
- Email AddressRequired
- Mobile Phone
- Zip Code
- Street Address
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email AddressRequired
- Date Of BirthRequired
- Street AddressRequired
- Zip CodeRequired
- CityRequired
- StateRequired
- Phone Mobile
- Phone Home
- Phone Work
Action
Write

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
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
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
Active Status
Triggers when we change the status from active to other status.
Trigger
Scheduled
Try It
Cancelled Status
Triggers when we change the status from cancelled to other status.
Trigger
Scheduled
Try It
Inactive Status
Triggers when we change the status from Inactive to other status.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
Pending Status
Triggers when we change the status from pending to other status.
Trigger
Scheduled
Try It
Status Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
Trigger
Scheduled
Try It
Update Customer
Triggers when a customer is updated.
Trigger
Scheduled
Try It
- Email AddressRequired
- First NameRequired
- Middle Name
- Last Name
- Mobile Phone
- Zip Code
- Street Address
- Questions Answers
Action
Write
- First NameRequired
- Last Name
- Email AddressRequired
- Notes
- How Did You Hear About Us
- Mobile Phone
Action
Write

About Client Dispute Manager

Client Dispute Manager is an online Credit Repair Business Software.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

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

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Client Dispute Manager + Zoho CRM

Create and manage leads in Client Dispute Manager for every new or updated lead in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Affiliate Active Status

Archive Lead Status

Completed Status

Lead Status

New Invoice

No Portal Access Status

Prospect Status

Suspended Status

Create Customer

First NameRequired

Middle Name

Last Name

Email AddressRequired

Mobile Phone

Zip Code

Street Address

Update Customer

First NameRequired

Middle Name

Last NameRequired

Email AddressRequired

Date Of BirthRequired

Street AddressRequired

Zip CodeRequired

CityRequired

StateRequired

Phone Mobile

Phone Home

Phone Work

Update Lead

First NameRequired

Middle Name

Last NameRequired

Email AddressRequired

Date Of BirthRequired

Street AddressRequired

Zip CodeRequired

CityRequired

StateRequired

Phone Mobile