Scan2Lead + Zoho CRM
Monitor new leads in Scan2Lead and create corresponding entries in Zoho CRM
Accelerate your lead follow-up process with this workflow. When a new lead is detected in Scan2Lead, an entry is instantly generated in your Zoho CRM, keeping your records up-to-date and ensuring a swift response to potential clients. This seamless workflow eliminates manual data entry, enhancing efficiency and productivity in your lead management process.
Accelerate your lead follow-up process with this workflow. When a new lead is detected in Scan2Lead, an entry is instantly generated in your Zoho CRM, keeping your records up-to-date and ensuring a swift response to potential clients. This seamless workflow eliminates manual data entry, enhancing efficiency and productivity in your lead management process.
- When this happens...Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
- automatically do this!Create Module Entry
Creates a new entry in a module
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All New and Changed Leads
Retrieves new and changed Leads. Since last call.
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
Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
Try ItNew 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
