Ytel Platform + Zoho CRM + Formatter by Zapier

Convert Lead

Convert an existing lead to contact and account

Update Module Entry

Update existing entry in the selected module

Find Module Entry

Finds an entry in a module

Find or Create Lead

Create Lead if contact does not exist

Date / Time

Work with dates and times to change formatting or add/subtract time (with line-item support).

Text

Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

Carrier Lookup

Oftentimes the carrier a person uses determines how you want to market to them. Carrier Lookup will return information about the carrier including the carrier name, location, and whether it is a mobile number or not.

Send Campaign Using Phone

Search Contacts

Allows searching for contacts by email or phone number. When doing a search, all records that match all of the criteria will be returned.

Create Module Entry

Creates a new entry in a module

Update Related Module Entry

Relates an entry in this module with an entry in another module

Find or Create Contact

Create contact if contact does not exist

Create Module Entry

Create module entry if entry does not exist

Numbers

Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

Utilities

Various utilities like "choose value from list" or "look up in table" (with line-item support).

Create a Contact

Create a contact on the Ytel Platform with some of the basic information needed for communications. You may then use the returned ContactID to send an SMS, Make a Call, or store back into your trigger application for future use.

Send Campaign Using ContactID