LeadConnector + Zoho CRM
"change pipeline stages in LeadConnector to create module entries in Zoho CRM"
Keep your sales deals up-to-date with this simple workflow. When there's a change in the stage of your leads in LeadConnector, it instantly updates the corresponding module entry in Zoho CRM. This way, you can ensure real-time tracking of your leads progress, fostering efficient customer relations management. It's an easy solution for maintaining accurate sales data without extra manual work.
Keep your sales deals up-to-date with this simple workflow. When there's a change in the stage of your leads in LeadConnector, it instantly updates the corresponding module entry in Zoho CRM. This way, you can ensure real-time tracking of your leads progress, fostering efficient customer relations management. It's an easy solution for maintaining accurate sales data without extra manual work.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Module Entry
Creates a new entry in a 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
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 It
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
