involve.me + Zoho CRM
Create new Zoho CRM module entries from completed involve.me submissions
Give your sales team dynamic insight into your involve.me interactions. With this workflow, every time a completed submission is received in involve.me, it will seamlessly create a new module entry in your Zoho CRM. This provides a swift, efficient way of updating your CRM and granting your team instant access to valuable client information, enhancing your customer relationship management strategy.
Give your sales team dynamic insight into your involve.me interactions. With this workflow, every time a completed submission is received in involve.me, it will seamlessly create a new module entry in your Zoho CRM. This provides a swift, efficient way of updating your CRM and granting your team instant access to valuable client information, enhancing your customer relationship management strategy.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
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
