RepCard + Zoho CRM
Set appointments in RepCard and update module entries in Zoho CRM
Streamline your CRM updates with this efficient workflow. When an appointment is set in the RepCard app, it triggers an update or creation of a module entry in the Zoho CRM app. This automation ensures your CRM is always up-to-date, thereby enhancing customer interactions and management effortlessly. Stay on top of every appointment and let this workflow do the heavy lifting for you.
Streamline your CRM updates with this efficient workflow. When an appointment is set in the RepCard app, it triggers an update or creation of a module entry in the Zoho CRM app. This automation ensures your CRM is always up-to-date, thereby enhancing customer interactions and management effortlessly. Stay on top of every appointment and let this workflow do the heavy lifting for you.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
