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Social Intents + Zoho CRM

Social Intents + Zoho CRM

Social Intents + Zoho CRM integrations

Create Zoho CRM module entries from new Social Intents offline messages

Easily bridge the gap between your customer communications and your sales efforts with this workflow. When a new offline message is recorded in the Social Intents app, this process immediately creates a module entry in your Zoho CRM. This streamlined procedure ensures all customer messages are swiftly logged, enhancing responsiveness and improving sales tracking in your Zoho CRM. Boost your customer service efficiency with this seamless integration.

  1. When this happens...
    New Offline Message
    New Offline Message
    New Offline MessageTriggers when a new offline message is received.
  2. automatically do this!
    Create Module Entry
    Create Module Entry
    Create Module EntryCreates a new entry in a module
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More things you can do with Social Intents and Zoho CRM

Discover other triggers and actions you can use with Social Intents and Zoho CRM

    • Chat Widget
      Required
    Trigger
    Instant
    Try It
    • Chat Widget
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
    • App Widget
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
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About Social Intents
Social Intents lets you live chat with your customers in real-time to provide exceptional service.
Related categories
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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