LeadConnector + Zoho CRM
Update Zoho CRM entries when LeadConnector pipeline stage changes.
Keep your Zoho CRM up-to-date with the latest information from your LeadConnector pipeline. With this workflow, whenever a LeadConnector pipeline stage changes, the corresponding entry in your Zoho CRM will be created or updated. This automation saves you time and ensures you have the most accurate data at all times for better decision-making and client management.
Keep your Zoho CRM up-to-date with the latest information from your LeadConnector pipeline. With this workflow, whenever a LeadConnector pipeline stage changes, the corresponding entry in your Zoho CRM will be created or updated. This automation saves you time and ensures you have the most accurate data at all times for better decision-making and client management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Module Entry
Create or update module entries
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
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.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New 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
