Perspective + Zoho CRM
Create/update Zoho CRM module entries from new Perspective leads via funnel
Effortlessly manage your leads with this convenient workflow connecting Perspective to Zoho CRM. When a new lead is captured in Perspective, it instantly creates or updates their Module Entry in your Zoho CRM, ensuring their information is always up-to-date. Streamline your lead management process and save time with this seamless integration.
Effortlessly manage your leads with this convenient workflow connecting Perspective to Zoho CRM. When a new lead is captured in Perspective, it instantly creates or updates their Module Entry in your Zoho CRM, ensuring their information is always up-to-date. Streamline your lead management process and save time with this seamless integration.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
