involve.me + Zoho CRM
Create and update Zoho CRM module entries from new completed involve.me submissions
Effortlessly manage your involve.me submissions and Zoho CRM contacts with this seamless workflow. Whenever a new completed submission is received in involve.me, this automation will create or update the corresponding module entry in Zoho CRM. Save time and stay organized by keeping your contact data up-to-date across both platforms.
Effortlessly manage your involve.me submissions and Zoho CRM contacts with this seamless workflow. Whenever a new completed submission is received in involve.me, this automation will create or update the corresponding module entry in Zoho CRM. Save time and stay organized by keeping your contact data up-to-date across both platforms.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create/Update Module Entry
Create or update module entries
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involve.me FunnelRequired
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
