Real Geeks + Zoho CRM
Create new entries in Zoho CRM when leads are generated in Real Geeks
Boost your sales process with this effective workflow. As soon as a fresh lead is detected in Real Geeks, an equivalent new lead is promptly produced in Zoho CRM, keeping your contact lists current and well-ordered. This not only saves valuable time but also improves your customer management, freeing you to focus on successful sales conversions.
Boost your sales process with this effective workflow. As soon as a fresh lead is detected in Real Geeks, an equivalent new lead is promptly produced in Zoho CRM, keeping your contact lists current and well-ordered. This not only saves valuable time but also improves your customer management, freeing you to focus on successful sales conversions.
- 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
