Pointerpro + Zoho CRM
Create or update Zoho CRM module entries with each new survey response in Pointerpro
This workflow streamlines your client engagement process by automatically updating Zoho CRM once you receive a new survey response in Pointerpro. It saves time and ensures all client information in your CRM is constantly up to date based on the recent feedback. It's optimal for businesses looking to maintain real-time client data for improved marketing and sales strategies.
This workflow streamlines your client engagement process by automatically updating Zoho CRM once you receive a new survey response in Pointerpro. It saves time and ensures all client information in your CRM is constantly up to date based on the recent feedback. It's optimal for businesses looking to maintain real-time client data for improved marketing and sales strategies.
- When this happens...New Survey Response
Triggers when a new survey response is submitted.
- automatically do this!Create/Update Module Entry
Create or update module entries
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SurveyRequired
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
First NameRequired
Last NameRequired
EmailRequired
Personal ID
Do Not Mail
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 ItModuleRequired
Try It
