Create Zoho CRM module entries from new Perspective leads via funnel
This workflow starts when you receive a new lead in Perspective and swiftly adds a new module entry in Zoho CRM. Streamline your business operations and ensure no lead falls through the cracks. Enhance lead management efficiency and stay on top of your sales pipeline with this seamless automation.
This workflow starts when you receive a new lead in Perspective and swiftly adds a new module entry in Zoho CRM. Streamline your business operations and ensure no lead falls through the cracks. Enhance lead management efficiency and stay on top of your sales pipeline with this seamless automation.
- 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
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
Try ItFunnelRequired
New 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 It
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