Instapage + Zoho CRM
Tag contacts in Keap from new Google Sheets entries
Simplify your contact management by automatically tagging contacts in Keap whenever you add a new entry in Google Sheets. This workflow saves time and ensures consistency in your tagging process, helping you stay organized and focused on your core tasks. No more manual tagging in Keap, just update your Google Sheets and let this automation work for you.
Simplify your contact management by automatically tagging contacts in Keap whenever you add a new entry in Google Sheets. This workflow saves time and ensures consistency in your tagging process, helping you stay organized and focused on your core tasks. No more manual tagging in Keap, just update your Google Sheets and let this automation work for you.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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.
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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.
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