Perspective + Zoho CRM
Create Zoho CRM module entries from new Perspective leads via funnel
Efficiently manage your leads by connecting Perspective to Zoho CRM through this workflow. When a new lead is captured via Perspectives funnel, it creates a new module entry in Zoho CRM. Save time and ensure all leads are promptly added to your CRM, allowing your team to track prospects and improve conversion rates effectively.
Efficiently manage your leads by connecting Perspective to Zoho CRM through this workflow. When a new lead is captured via Perspectives funnel, it creates a new module entry in Zoho CRM. Save time and ensure all leads are promptly added to your CRM, allowing your team to track prospects and improve conversion rates effectively.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Module Entry
Creates a new entry in a module
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FunnelRequired
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.
Try It
FunnelRequired
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
