MarketBox + Zoho CRM
Create module entries in Zoho CRM from new MarketBox client accounts
This integration streamlines your workflow by automatically creating a new module entry in Zoho CRM for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately captured and readily available within your Zoho CRM account.
This integration streamlines your workflow by automatically creating a new module entry in Zoho CRM for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately captured and readily available within your Zoho CRM account.
- When this happens...New Client Account Created
Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Client Account Created
Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.
Try ItNew Waitlist Form Submission
Triggers when a new waitlist form is submitted.
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.
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New Order Created
Triggers when a new order is created.
Try ItNew 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.
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