Create module entries in Zoho CRM from new GeniusReferrals referrals
Using Genius Referrals to capture referrals and Zoho CRM to manage your contacts? Then activate this template to streamline your workflow! With this template, whenever there's a new referral in GeniusReferrals, a corresponding Zoho CRM module entry—such as a contact—will be created automatically.
Using Genius Referrals to capture referrals and Zoho CRM to manage your contacts? Then activate this template to streamline your workflow! With this template, whenever there's a new referral in GeniusReferrals, a corresponding Zoho CRM module entry—such as a contact—will be created automatically.
- When this happens...New Referral
Triggers when a new referral is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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