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.
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 Call
Triggers when a new call is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Call
Triggers when a new call is created.
Try ItCampaign IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Email Address
Additional Data Field 1
Additional Data Field 2
Additional Data Field 3
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 It
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
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 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
