Pluspoint + Zoho CRM

Pluspoint + Zoho CRM integrations

Email Pluspoint surveys to new Zoho CRM contacts

Keeping up with customer feedback can be a challenging task. Streamline this process with this Zapier integration. Whenever a new contact is created in Zoho CRM, a Pluspoint survey will automatically be sent to them via email. These surveys help in collecting customer feedback and also prompt satisfied customers to leave reviews on Google, Trustpilot, and other review sites.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Send Email SurveySends a personalized email to the client with a request to rate the service.
ActionWrite

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More things you can do with Zoho CRM and Pluspoint

Discover other triggers and actions you can use with Zoho CRM and Pluspoint

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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Locations
  Required
- First Name
- Last Name
- Phone Number
- Email
- Instagram Username
- Facebook Username
- Labels
- Unsubscribed
Action
Write
- Location
  Required
- Survey Template
  Required
- First Name
- Last Name
- Phone Number
- Email
- Rating
  Required
- Response Text
Action
Write
- First Name
- Last Name
- Phone Number
  Required
- Delay
Action
Write
- First Name
- Last Name
- Phone Number
  Required
- Message delay
Action
Write

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.
Trigger
Polling
Try It
New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
Get Conversations
Retrieve recent conversations with clients.
Trigger
Polling
Try It
- Location
  Required
- Event Type
  Required
- Event Data
- Event Time
- First Name
- Last Name
- Phone Number
- Email
- Contact Labels
- Instagram Username
- Facebook Username
- Unsubscribed
Action
Write
- First Name
- Last Name
- Email
  Required
- Message delay
Action
Write
- First Name
- Last Name
- Phone Number
  Required
- Message delay
Action
Write

About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

HelpHelp

Related categories

Reviews

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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