involve.me + Zoho CRM
Create new Zoho CRM module entries from new completed involve.me submissions
Capture all your Involve.me completed submissions directly into your Zoho CRM with this simple workflow. Once set up, each time there's a new completion in Involve.me, a new module entry is created in Zoho CRM, allowing you to effortlessly track your leads and customers. Utilize this automation to streamline your lead management process, helping you stay organized and efficient.
Capture all your Involve.me completed submissions directly into your Zoho CRM with this simple workflow. Once set up, each time there's a new completion in Involve.me, a new module entry is created in Zoho CRM, allowing you to effortlessly track your leads and customers. Utilize this automation to streamline your lead management process, helping you stay organized and efficient.
- 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
