Real Geeks + Zoho CRM
Create module entries in Zoho CRM from new leads in Real Geeks
Streamline your workflow with this automation between Real Geeks and Zoho CRM. As soon as a New Lead is identified within Real Geeks, a corresponding entry is created in your Zoho CRM. This seamless process not only keeps your client data updated but also frees up your time, enabling you to focus more on nurturing your customer relationships.
Streamline your workflow with this automation between Real Geeks and Zoho CRM. As soon as a New Lead is identified within Real Geeks, a corresponding entry is created in your Zoho CRM. This seamless process not only keeps your client data updated but also frees up your time, enabling you to focus more on nurturing your customer relationships.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create Module Entry
Creates a new entry in a module
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SiteRequired
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
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
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
