Create deals in Follow Up Boss from new contacts in Zoho CRM
Efficiently manage your sales leads with this automation that instantly creates a deal in Follow Up Boss when a new contact is added in Zoho CRM. Keep track of your potential clients and nurture them through your sales process with this seamless integration, helping you save time and stay organized.
Efficiently manage your sales leads with this automation that instantly creates a deal in Follow Up Boss when a new contact is added in Zoho CRM. Keep track of your potential clients and nurture them through your sales process with this seamless integration, helping you save time and stay organized.
- 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 Deal
Creates a deal on a 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