The Value Builder System™ + Zoho CRM
Create or update Zoho CRM entries when new contacts are added in The Value Builder System™
Seamlessly streamline your sales process with this efficient workflow. When a new contact is added in The Value Builder System™, it immediately updates or creates a new module entry in your Zoho CRM. This automation takes the hassle out of manually transferring information, ensuring your Zoho CRM always stays updated with the latest details from The Value Builder System™. It's an essential tool for saving time, boosting productivity, and maintaining an organized sales process.
Seamlessly streamline your sales process with this efficient workflow. When a new contact is added in The Value Builder System™, it immediately updates or creates a new module entry in your Zoho CRM. This automation takes the hassle out of manually transferring information, ensuring your Zoho CRM always stays updated with the latest details from The Value Builder System™. It's an essential tool for saving time, boosting productivity, and maintaining an organized sales process.
- When this happens...New Contact
Triggers when a new contact is added to Value Builder.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Try ItOpened Email by Contact
Triggers when a contact opens an email.
Try ItSent Email to Contact
Triggers when a contact is sent an email.
Try ItNew Contact
Triggers when a new contact is added to Value Builder.
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Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Try ItOpen/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Try ItEngagement Program Activated
Triggers when an engagement program is activated for a contact.
Try ItUnsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
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