LeadConnector + Zoho CRM
Update Zoho CRM entries when LeadConnector pipeline stages change
Streamline your sales process with this handy workflow. Once a lead progresses in your LeadConnector pipeline, the changes immediately reflect in your Zoho CRM. This ensures your CRM is always up-to-date, enhances sales and marketing management, and reduces the scope for manual errors. Benefit from an efficient update process, saving valuable time to forge stronger customer relationships.
Streamline your sales process with this handy workflow. Once a lead progresses in your LeadConnector pipeline, the changes immediately reflect in your Zoho CRM. This ensures your CRM is always up-to-date, enhances sales and marketing management, and reduces the scope for manual errors. Benefit from an efficient update process, saving valuable time to forge stronger customer relationships.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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 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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