Tidio + Zoho CRM
Create module entries in Zoho CRM for new Tidio contacts sent from bot
Effortlessly manage new contacts in your CRM with this Tidio to Zoho CRM workflow. Once set up, every time a contact is sent from your Tidio bot, their information will be captured as a new module entry in your Zoho CRM. This automation streamlines your lead management process and helps you stay organized, saving time and allowing you to focus on nurturing valuable relationships.
Effortlessly manage new contacts in your CRM with this Tidio to Zoho CRM workflow. Once set up, every time a contact is sent from your Tidio bot, their information will be captured as a new module entry in your Zoho CRM. This automation streamlines your lead management process and helps you stay organized, saving time and allowing you to focus on nurturing valuable relationships.
- When this happens...Contact Sent From Bot
Triggers when a contact is sent from the chosen node in your bot.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Send to Zapier NodeRequired
Try ItNew 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 ItModuleRequired
Try It
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
