Moneypenny + Zoho CRM
Create module entries in Zoho CRM for new Moneypenny messages
With this automation, whenever you receive a new Moneypenny message, a module entry will be created in Zoho CRM. This is handy for effortlessly adding new leads!
With this automation, whenever you receive a new Moneypenny message, a module entry will be created in Zoho CRM. This is handy for effortlessly adding new leads!
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
RecipientsRequired
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
Try It
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.
Try It
