CoPilot AI + Zoho CRM
Manage new CoPilot AI leads by creating or updating module entries in Zoho CRM
Keep track of your leads effortlessly with this workflow. Once a new lead connects with you on CoPilot AI, the information will be directly added or updated in your Zoho CRM. This smooth automation ensures your customer relationship management is always accurate and up-to-date, leaving no room for manual errors or oversight.
Keep track of your leads effortlessly with this workflow. Once a new lead connects with you on CoPilot AI, the information will be directly added or updated in your Zoho CRM. This smooth automation ensures your customer relationship management is always accurate and up-to-date, leaving no room for manual errors or oversight.
- When this happens...New Lead Connected
Triggers when a new lead has connected with you.
- 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
