Handshook + Zoho CRM
Convert Zoho CRM leads when new business cards are scanned in Handshook
When a new business card is scanned in Handshook, automatically convert that contact into a lead in Zoho CRM if they exist. This saves time by automatically converting any existing contacts into leads when you meet with a contact in person.
When a new business card is scanned in Handshook, automatically convert that contact into a lead in Zoho CRM if they exist. This saves time by automatically converting any existing contacts into leads when you meet with a contact in person.
- When this happens...New Connection
Triggers when a new connection is created in your app.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
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New Connection
Triggers when a new connection is created in your app.
Try ItNew 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 It
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
