CoPilot AI + Zoho CRM
Update Zoho CRM module entries when new leads reply in CoPilot AI
Easily streamline your CRM updates with this time-saving automation. As soon as a lead replies in CoPilot AI, an existing module entry will be updated or a new one will be created within Zoho CRM. This ensures your data stays up-to-date, making it a breeze to manage leads and fostering more effective business conversations.
Easily streamline your CRM updates with this time-saving automation. As soon as a lead replies in CoPilot AI, an existing module entry will be updated or a new one will be created within Zoho CRM. This ensures your data stays up-to-date, making it a breeze to manage leads and fostering more effective business conversations.
- When this happens...Lead Replied
Triggers when a lead has replied.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
