Greetly + Zoho CRM

Greetly + Zoho CRM integrations

Generate leads in Zoho CRM when visitors check in with Greetly

Did a potential customer lead check into your workspace? Using this workplace automation, visitors who check in with Greetly iPad Receptionist will automatically become a lead in Zoho CRM.

When this happens...
New Check InTriggers when there is a new check in.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Greetly and Zoho CRM

Discover other triggers and actions you can use with Greetly and Zoho CRM

New Check In
Triggers when there is a new check in.
Trigger
Instant
Try It
- Host
- Email
  Required
- First Name
- Last Name
- Custom Visitor Info
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
- Phone for Text Notifications
- Phone for Voice Notifications
- IM Handle
- Notification by SMS
- Notification by Voice
- Notification by Email
- Notification by IM
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Primary Phone
- Secondary Phone
- IM Handle
Action
Write
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.
Trigger
Polling
Try It

New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It

- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

New User
Triggers when a new user is created.
Trigger
Instant
Try It
- Date of Visit
  Required
- Start Time
  Required
- End Time
  Required
- Host
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Email
  Required
Action
Write
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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

About Greetly

Greetly is a digital receptionist app that greets visitors to your workplace.

HelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create contacts in Zoho CRM for new check-ins with Greetly

Add contacts in Zoho CRM when visitors check in with Greetly