Housecall Pro + Zoho CRM
Create new Housecall Pro customers from new or updated leads in Zoho CRM
With this workflow, whenever there's a new or updated lead in your Zoho CRM, it immediately creates a new customer in your Housecall Pro app. This automation saves you the time and effort of manually transferring data between platforms. It's perfect for businesses who use Zoho CRM for lead management and Housecall Pro for customer management, helping keep both platforms updated seamlessly.
With this workflow, whenever there's a new or updated lead in your Zoho CRM, it immediately creates a new customer in your Housecall Pro app. This automation saves you the time and effort of manually transferring data between platforms. It's perfect for businesses who use Zoho CRM for lead management and Housecall Pro for customer management, helping keep both platforms updated seamlessly.
- When this happens...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.
- automatically do this!Create Customer
Creates a new customer
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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
