Connecteam + Zoho CRM

Create jobs in Connecteam for new leads in Zoho CRM

Seamlessly integrate your CRM and project management with this workflow. When a new lead is registered in your Zoho CRM, a corresponding job is instantly created in the Connecteam app. This ensures that every potential customer is promptly followed up, enhancing your team's efficiency and customer relationship management. Turn your leads into tangible tasks effortlessly with this streamlined process.

Seamlessly integrate your CRM and project management with this workflow. When a new lead is registered in your Zoho CRM, a corresponding job is instantly created in the Connecteam app. This ensures that every potential customer is promptly followed up, enhancing your team's efficiency and customer relationship management. Turn your leads into tangible tasks effortlessly with this streamlined process.

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

    TriggerPolling
  2. automatically do this!
    ConnecteamConnecteam
    Create Job

    Creates a new job in the app.

    ActionWrite
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Supported triggers and actions

  • 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
    Polling
    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
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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