Dynamic Mockups + Zoho CRM
Dynamic Mockups + Zoho CRM
Add Zoho CRM leads from new quote requests in Dynamic Mockups
Manually re-typing lead details into Zoho is slow and error-prone. This Zap creates a Zoho CRM lead for each new quote request from your Dynamic Mockups lookbooks, filling in the contact info, message, and source lookbook. Your team can start working the lead immediately, with the context already attached.
- When this happens...Quote RequestedTriggers when a viewer requests a quote from a shared lookbook.
- automatically do this!Create Module EntryCreates a new entry in a module
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More things you can do with Dynamic Mockups and Zoho CRM
Discover other triggers and actions you can use with Dynamic Mockups and Zoho CRM
- CTA Clicked
Triggers when a viewer clicks a call-to-action in a shared lookbook.
Try ItTriggerInstant - Quote Requested
Triggers when a viewer requests a quote from a shared lookbook.
Try ItTriggerInstant - 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 ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- Lookbook Viewed
Triggers when someone opens a shared lookbook.
Try ItTriggerInstant - Image URL
- Color
ActionWrite- 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 ItTriggerPolling - New 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 ItTriggerPolling
