ConvertFlow + Zoho CRM
Update Zoho CRM module entries when new fields are submitted by visitors in ConvertFlow
Streamline your customer management by integrating ConvertFlow and Zoho CRM. This workflow activates as soon as a visitor submits fields in ConvertFlow, updating or creating a new module entry in Zoho CRM. This automation saves time and reduces the chance of manual input error, improving your customer relationship management efficiency.
Streamline your customer management by integrating ConvertFlow and Zoho CRM. This workflow activates as soon as a visitor submits fields in ConvertFlow, updating or creating a new module entry in Zoho CRM. This automation saves time and reduces the chance of manual input error, improving your customer relationship management efficiency.
- When this happens...Fields Submitted by Visitor
Receive field values from ConvertFlow form, survey and quiz submissions by visitors.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
