CoPilot AI + Zoho CRM
Create new Zoho CRM entries when leads reply in CoPilot AI
Initiate a smoother lead management process with this workflow. Whenever a lead responds in the CoPilot AI app, a new module entry is created for the lead within Zoho CRM. This automation enhances efficiency by ensuring that all lead responses are promptly documented in your CRM system, keeping your data up-to-date and helping you to maintain strong relationships with your leads.
Initiate a smoother lead management process with this workflow. Whenever a lead responds in the CoPilot AI app, a new module entry is created for the lead within Zoho CRM. This automation enhances efficiency by ensuring that all lead responses are promptly documented in your CRM system, keeping your data up-to-date and helping you to maintain strong relationships with your leads.
- When this happens...Lead Replied
Triggers when a lead has replied.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Lead Connected
Triggers when a new lead has connected with you.
Try ItMeeting Booked
Triggers when a contact is marked as meeting booked
Try ItNew 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 It
Lead Replied
Triggers when a lead has replied.
Try ItNew 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 It
