Instantly + Zoho CRM
Convert new events in Instantly to leads in Zoho CRM
This automation comes into effect whenever a new event occurs in the Instantly app, leading to the conversion of a lead in the Zoho CRM app. It's a simplified solution to turn events into opportunities in real-time, minimizing manual entry, and maximizing your customer relationship efforts. Benefit from an organized CRM process and keep your focus on building relationships, while the workflow handles the task of updating your leads.
This automation comes into effect whenever a new event occurs in the Instantly app, leading to the conversion of a lead in the Zoho CRM app. It's a simplified solution to turn events into opportunities in real-time, minimizing manual entry, and maximizing your customer relationship efforts. Benefit from an organized CRM process and keep your focus on building relationships, while the workflow handles the task of updating your leads.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
- Free forever for core features
- 14 day trial for premium features & apps
Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
