Zoho Bookings + Zoho CRM
Convert new Zoho Bookings appointments into leads in Zoho CRM
Book an appointment through Zoho Bookings and this automation will seamlessly transition the lead into Zoho CRM. This process ensures swift and efficient lead management, propelling prospects through your sales pipeline with no manual input required, streamlining your customer experience.
Book an appointment through Zoho Bookings and this automation will seamlessly transition the lead into Zoho CRM. This process ensures swift and efficient lead management, propelling prospects through your sales pipeline with no manual input required, streamlining your customer experience.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
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Appointment Canceled
Triggers when an appointment is canceled.
Try ItAppointment Rescheduled
Triggers when an appointment is rescheduled.
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.
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Appointment Booked
Triggers when a new appointment is booked.
Try ItNew 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.
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