TellScale + Zoho CRM

TellScale + Zoho CRM integrations

Create or update Zoho CRM module entries when new recommendations are created in TellScale

Keep your sales team informed and fast with this efficient workflow. When a new recommendation is created in TellScale, it instantly updates or creates a corresponding entry in your Zoho CRM. This saves time in manual data entry, ensuring your customer data stays up-to-date and making your sales process more proactive and responsive.

When this happens...
Recommendation CreatedTriggers when a recommendation was created.
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with TellScale and Zoho CRM

Discover other triggers and actions you can use with TellScale and Zoho CRM

Promotor Activity
Triggers when a promotor has an activity, like new link click or update of name, mail etc.
Trigger
Polling
Try It
Promotor Updated
Triggers when a promotor is updated.
Trigger
Polling
Try It
Recommendation Gift Reached
Triggers when a promotor reaches a recommendation gift.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- E-Mail
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- E-Mail
- Notes
- Promotor ID
Action
Write

- Promotor ID
  Required
- First Name
- Last Name
- Phone
- E-Mail
- Notes
Action
Write
- Search
  Required
Action
Search

- Search
  Required
Action
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
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Promotor Created
Triggers when a new promotor was created.
Trigger
Polling
Try It
Recommendation Created
Triggers when a recommendation was created.
Trigger
Polling
Try It
Recommendation Status Updated
Triggers when the status of a recommendation is updated (e.g., from interested to customer).
Trigger
Polling
Try It
- Path
  Required
- Promotor ID
  Required
- Page ID
  Required
Action
Write
- Promotor ID
  Required
- Link ID
  Required
- Channel
  Required
- Promoternachricht
  Required
- Empfehlungsnachricht
Action
Write
- Recommendation ID
  Required
- First Name
- Last Name
- Phone
- E-Mail
- Notes
- Promotor ID
- Status
Action
Write
- Search
  Required
Action
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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

About TellScale

TellScale is a recommendation software that allows you to digitize your referral marketing and predictably acquire new customers through referral programs.

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Related categories

Marketing

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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Related categories

CRM (Customer Relationship Management)

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Zoho

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