Update contact stages in Follow Up Boss when new contacts are added in Zoho CRM
Effortlessly manage your sales pipeline with this workflow that connects Zoho CRM and Follow Up Boss. When a new contact is added in Zoho CRM, their stage will be updated in Follow Up Boss, ensuring a streamlined process for tracking lead progress. Save time and stay organized by automating your sales pipeline management.
Effortlessly manage your sales pipeline with this workflow that connects Zoho CRM and Follow Up Boss. When a new contact is added in Zoho CRM, their stage will be updated in Follow Up Boss, ensuring a streamlined process for tracking lead progress. Save time and stay organized by automating your sales pipeline management.
- 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!Change Stage of a Contact
Changes the stage of an existing 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