How to connect Route4Me + Zoho CRM
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Activity Type
Try ItAddressRequired
AddressRequired
Address AliasRequired
First Name
Last Name
E-Mail
Phone
Schedule Date
Custom Fields
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 It
New Note Attachment
Triggers when there is a new note attachment.
Try ItAddressRequired
Address Alias
First Name
Last Name
E-Mail
Phone
Address Group
Custom Fields
Route Destination IDRequired
Route IDRequired
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 It
How Route4Me + Zoho CRM Integrations Work
- Step 1: Authenticate Route4Me and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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