LeadConnector + Zoho Mail
Create and update LeadConnector opportunities from new tagged Zoho Mail emails
This workflow steps in when a new tagged email comes up in Zoho Mail and paves the way for adding or updating an opportunity in the LeadConnector. It elevates the efficiency of your sales process by ensuring every potential lead flagged in your emails is immediately captured in your sales pipeline. It's a simple yet highly effective way for your business to stay prompt, organized, and never miss out on an opportunity.
This workflow steps in when a new tagged email comes up in Zoho Mail and paves the way for adding or updating an opportunity in the LeadConnector. It elevates the efficiency of your sales process by ensuring every potential lead flagged in your emails is immediately captured in your sales pipeline. It's a simple yet highly effective way for your business to stay prompt, organized, and never miss out on an opportunity.
- When this happens...New Tagged Email
Triggers when a new email is received and you tag it within two days.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Folder Name
Group Result
Account Details
Try ItTag NameRequired
Group Result
Account Details
Try ItAccount Details
Folder NameRequired
Parent Folder
Task TitleRequired
Task Description
Due Date
Group Result
Account Details
Search ValueRequired
Try ItAccount Details
ToRequired
Cc
BCC
FromRequired
SubjectRequired
Body Type
BodyRequired
Account Details
Tag NameRequired
Tag Color
ToRequired
Cc
BCC
FromRequired
SubjectRequired
Body Type
BodyRequired
Attachments
