LeadConnector + Zoho CRM
Update Zoho CRM with ae:9966 action when pipeline stages change in LeadConnector
Streamline your sales process with this workflow that responds instantly to pipeline stage changes in LeadConnector by effectively implementing the corresponding updates in Zoho CRM. This proactive approach not only saves time, but also enhances your customer management strategy. It diminishes the need for manual data entry, boosts the speed of pivotal CRM tasks, and helps you sustain a smooth and efficient sales operation.
Streamline your sales process with this workflow that responds instantly to pipeline stage changes in LeadConnector by effectively implementing the corresponding updates in Zoho CRM. This proactive approach not only saves time, but also enhances your customer management strategy. It diminishes the need for manual data entry, boosts the speed of pivotal CRM tasks, and helps you sustain a smooth and efficient sales operation.
- 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
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
