Magnetis + Zoho CRM
Track new incoming calls in Magnetis and create module entries in Zoho CRM
Manage your operations more efficiently with this workflow that starts in the Magnetis app when a new incoming call is registered and ends in Zoho CRM with the creation of a module entry. It enables you to streamline your sales process, ensuring that every lead from Magnetis is properly logged in Zoho CRM without any manual intervention. Replace busywork with productivity and keep your focus on developing meaningful customer relationships.
Manage your operations more efficiently with this workflow that starts in the Magnetis app when a new incoming call is registered and ends in Zoho CRM with the creation of a module entry. It enables you to streamline your sales process, ensuring that every lead from Magnetis is properly logged in Zoho CRM without any manual intervention. Replace busywork with productivity and keep your focus on developing meaningful customer relationships.
- When this happens...New Incoming Call
Triggers when an incoming call (missed or answered) is received on your tracked numbers.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Incoming Call
Triggers when an incoming call (missed or answered) is received on your tracked numbers.
Try ItNew 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 ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
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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 ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
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