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Voiso + Zoho CRM + Filter by Zapier

Add new Zoho CRM leads to a Voiso campaign

When a new lead with a matching lead status is created in Zoho CRM, this workflow will add the lead's phone number, name, source, and screen pop to the selected Voiso Dialer Campaign. This way, you can automate your lead management and qualification process.

When a new lead with a matching lead status is created in Zoho CRM, this workflow will add the lead's phone number, name, source, and screen pop to the selected Voiso Dialer Campaign. This way, you can automate your lead management and qualification process.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    VoisoVoiso
    Add Contacts to a Live Campaign

    Add contact or lead information like phone number, name, source and screen pop url to a live campaign

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    Scheduled
    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Voiso

Voiso is a cloud-based contact center software that helps your sales and customer service teams connect easily with customers
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Related categories

  • Phone & SMS
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories