Workiz + Zoho CRM
Create Zoho CRM module entries from new Workiz leads
Effortlessly keep your sales pipeline updated with this workflow that connects Workiz and Zoho CRM. When you receive a new lead in Workiz, it instantly creates a module entry in Zoho CRM, ensuring your team is always on top of the latest information. Save time and improve efficiency by streamlining your lead management process with this seamless automation.
Effortlessly keep your sales pipeline updated with this workflow that connects Workiz and Zoho CRM. When you receive a new lead in Workiz, it instantly creates a module entry in Zoho CRM, ensuring your team is always on top of the latest information. Save time and improve efficiency by streamlining your lead management process with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
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 It
