FLG + Zoho Analytics
Update rows in Zoho Analytics when lead status changes in FLG
Keep your sales data up-to-date seamlessly with this workflow. When a lead status changes in FLG, this automation will instantly add a new row in Zoho Analytics. It's an efficient way to ensure all essential sales information in your analysis tool is current and reflects all changes made in your lead management app.
Keep your sales data up-to-date seamlessly with this workflow. When a lead status changes in FLG, this automation will instantly add a new row in Zoho Analytics. It's an efficient way to ensure all essential sales information in your analysis tool is current and reflects all changes made in your lead management app.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Add Row
Adds a new row in a Zoho Analytics table.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Choose WorkspaceRequired
Choose TableRequired
Zoho Date Format
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Choose WorkspaceRequired
Choose TableRequired
Zoho Criteria
Zoho Date Format
