involve.me + Zoho CRM
Create Zoho CRM module entries from new completed involve.me submissions
Save time and eliminate manual entry with this seamless workflow. Whenever you receive a completed submission in your involve.me account, it will create a corresponding module entry in Zoho CRM. This smooth process ensures your customer data is up-to-date while freeing you up to focus on other important tasks.
Save time and eliminate manual entry with this seamless workflow. Whenever you receive a completed submission in your involve.me account, it will create a corresponding module entry in Zoho CRM. This smooth process ensures your customer data is up-to-date while freeing you up to focus on other important tasks.
- 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
