ConvertKit + Zoho CRM
Add tags to new ConvertKit subscribers when new leads are created in Zoho CRM
Streamline your lead management with this Zoho CRM to ConvertKit workflow. Each time you have a new lead in Zoho CRM, it will immediately assign a custom tag to the corresponding subscriber in ConvertKit. This way, you can easily categorize and manage your leads, allowing for a more targeted and efficient marketing strategy.
Streamline your lead management with this Zoho CRM to ConvertKit workflow. Each time you have a new lead in Zoho CRM, it will immediately assign a custom tag to the corresponding subscriber in ConvertKit. This way, you can easily categorize and manage your leads, allowing for a more targeted and efficient marketing strategy.
- When this happens...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.
- automatically do this!Add Tag to Subscriber
Add a subscriber to a specific tag.
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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 ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
