Smith.ai + Zoho CRM
Smith.ai + Zoho CRM
Create Zoho CRM module entries for new Smith.ai calls
Effortlessly track and manage your incoming calls with this automation between Smith.ai and Zoho CRM. When a new call occurs in Smith.ai, this workflow will create a module entry in Zoho CRM, ensuring all call data is organized and easily accessible. Stay up-to-date on all client interactions, streamline your sales process, and provide personalized customer service with this efficient integration.
- When this happens...New CallTriggers when a new call is created.
- automatically do this!Create Module EntryCreates a new entry in a module
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More things you can do with Smith.ai and Zoho CRM
Discover other triggers and actions you can use with Smith.ai and Zoho CRM
- New Call
Triggers when a new call is created.
Try ItTriggerPolling - Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
ActionWrite- 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 ItTriggerPolling - New 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 ItTriggerPolling
- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
ActionWrite- 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 ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- New 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 ItTriggerPolling
