Create commercial applicants in EZLynx for new Zoho CRM contacts and connect them with opportunities
Streamline your sales process by connecting Zoho CRM and EZLynx in this efficient workflow. When you add a new contact in Zoho CRM, this automation will instantly create a commercial applicant with an opportunity in EZLynx. Save time and boost productivity by ensuring your leads and opportunities are consistently managed across both platforms.
Streamline your sales process by connecting Zoho CRM and EZLynx in this efficient workflow. When you add a new contact in Zoho CRM, this automation will instantly create a commercial applicant with an opportunity in EZLynx. Save time and boost productivity by ensuring your leads and opportunities are consistently managed across both platforms.
- When this happens...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.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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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