ConvertFlow + Zoho CRM
Create new module entries in Zoho CRM from new form or survey submissions in ConvertFlow
Activate this workflow to efficiently transfer new survey submissions from ConvertFlow into Zoho CRM as a module entry. This eliminates manual data transfers and ensures crucial data isn't overlooked. With this setup, you'll streamline your customer relationship management process and keep all your sales data in one place. As a result, ConvertFlow responses are readily accessible in Zoho CRM, increasing your data management proficiency.
Activate this workflow to efficiently transfer new survey submissions from ConvertFlow into Zoho CRM as a module entry. This eliminates manual data transfers and ensures crucial data isn't overlooked. With this setup, you'll streamline your customer relationship management process and keep all your sales data in one place. As a result, ConvertFlow responses are readily accessible in Zoho CRM, increasing your data management proficiency.
- When this happens...Contact Created or Updated
Triggers when a contact is created or updated by a campaign. Includes event data.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Webhook NameRequired
Try ItCampaign
Try ItReview Title
Review Rating
Review ContentRequired
Customer NameRequired
Customer Title
Customer Avatar
Customer Logo
Review Video URL
Review Date
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
Campaign
Try ItEmailRequired
First Name
Last Name
Phone
Company Name
Company Title
Address
City
State
Zip Code
Country
Source URL
Custom Fields
EmailRequired
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 It
