Lead Updates + Zoho CRM
Create new entries in Zoho CRM when invites are accepted in Lead Updates
Increase your client engagement and sales efficiency with this intuitive setup. Once an invite gets accepted within Lead Updates, a new entry is immediately made in Zoho CRM. This ensures important lead information is promptly captured in your CRM, making your sales pipeline more streamlined and reducing redundancy in manual data entry. Stay ahead with this effective strategy.
Increase your client engagement and sales efficiency with this intuitive setup. Once an invite gets accepted within Lead Updates, a new entry is immediately made in Zoho CRM. This ensures important lead information is promptly captured in your CRM, making your sales pipeline more streamlined and reducing redundancy in manual data entry. Stay ahead with this effective strategy.
- When this happens...Invite Accepted
Triggers when an invite is accepted.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Add Label
Triggers when a new label is created.
Try ItInvite Accepted
Triggers when an invite is accepted.
Try ItNew Email
Triggers when a email is received from contact.
Try ItNew 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 It
Got Reply
Triggers when you got new reply.
Try ItInvite Sent
Triggers when an invite is sent.
Try ItNew Message
Triggers when a message is received from contact.
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 It
