Create integrations between ClinicSoftware.com and Zoho CRM to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Location ID
- Category ID
- Min Client ID
Try It- NameRequired
- Surname
- Gender
- Phone
- Phone (home/work)
- Email
- Postcode
- Address
- Notes
- Courses barcode
- Location ID
- Category ID
- Newsletter Opt-in
- Notifications - Email Appointments Opt-in
- Notifications - Email Purchases Opt-in
- Notifications - Email Marketing Opt-in
- Notifications - Email Other Opt-in
- Notifications - SMS Appointments Opt-in
- Notifications - SMS Purchases Opt-in
- Notifications - SMS Marketing Opt-in
- Notifications - SMS Other Opt-in
- Skip email in use verification
- EmailRequired
- Is online account
- 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.
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- Location ID
- Lead Stage ID
- Marketing Source ID
- Owned by ID
- Lead StatusRequired
- Min Lead ID
Try It- NameRequired
- Surname
- Email
- Phone
- Address
- Postcode
- DOB
- DOB Format
- Marketing Source ID
- Location ID
- Lead Stage ID
- Lead Description / Notes
- Lead Owner ID
- 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 It - ModuleRequired
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