Customers.ai + Zoho CRM
Create Customers.ai contacts from new Zoho CRM leads
Effortlessly manage your leads by connecting Zoho CRM and Customers.ai with this streamlined workflow. Whenever a new lead is added in Zoho CRM, a contact will be created in Customers.ai, saving you time and ensuring your contacts are up-to-date across both platforms. Simplify your lead management process with this convenient and seamless automation.
Effortlessly manage your leads by connecting Zoho CRM and Customers.ai with this streamlined workflow. Whenever a new lead is added in Zoho CRM, a contact will be created in Customers.ai, saving you time and ensuring your contacts are up-to-date across both platforms. Simplify your lead management process with this convenient and seamless automation.
- 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!Create Contact
Creates a new SMS or Email Contact
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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
