Get The Referral + Zoho CRM
Create Zoho CRM module entries for new leads in Get The Referral
Keep your Zoho CRM system updated with new leads from Get The Referral by using this seamless process. As soon as a new lead pops up in Get The Referral, it's instantly added into Zoho CRM. This simplifies lead management, offering you up-to-date information and enabling better business decision-making.
Keep your Zoho CRM system updated with new leads from Get The Referral by using this seamless process. As soon as a new lead pops up in Get The Referral, it's instantly added into Zoho CRM. This simplifies lead management, offering you up-to-date information and enabling better business decision-making.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Lead
Triggers when a new lead is created.
Try ItGTR Lead IDRequired
CRM Object IDRequired
message
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
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Lead IDRequired
New Lead StatusRequired
Advocate Email AddressRequired
Project
Project StageRequired
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.
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