Proposify + Zoho CRM
Create new Proposify clients from new Zoho CRM leads
When a new lead shows up in Zoho CRM, it's important to swiftly turn your attention towards transforming that prospect into a client. This workflow does just that by creating a new client in Proposify each time a new lead is identified in Zoho CRM. It’s an efficient process that helps you save time on data entry and focuses on nurturing relationships, thus boosting your lead conversion rates.
When a new lead shows up in Zoho CRM, it's important to swiftly turn your attention towards transforming that prospect into a client. This workflow does just that by creating a new client in Proposify each time a new lead is identified in Zoho CRM. It’s an efficient process that helps you save time on data entry and focuses on nurturing relationships, thus boosting your lead conversion rates.
- When this happens...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.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItModuleRequired
Try It
