Create or update Zoho CRM module entries when new appointments are created in WooSender
Keep your customer data up-to-date and alleviate your manual workload with this automation. Whenever a new appointment is set up with WooSender, a corresponding entry will be created or updated in Zoho CRM. This streamlines your workflow, ensuring seamless coordination between your appointment setting and customer relationship management tools.
Keep your customer data up-to-date and alleviate your manual workload with this automation. Whenever a new appointment is set up with WooSender, a corresponding entry will be created or updated in Zoho CRM. This streamlines your workflow, ensuring seamless coordination between your appointment setting and customer relationship management tools.
- When this happens...Appointment Created
Appointment Created By WooSender
- automatically do this!Create/Update Module Entry
Create or update module entries
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Appointment Cancelled
Appointment Cancelled By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try It
Appointment Created
Appointment Created By WooSender
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try ItContact ID
Contact Email
Contact Phone Number
Opportunity Name
Same As Contact NameRequired
Heat ScoreRequired
Value
PipelineRequired
StageRequired
Numbers Of ProductsRequired
Update all fields if an opportunity already exists in the same pipelineRequired