1.Watches new module entry (leads)
Integrate Zoho CRM and CRM triggers to detect new module entry leads for your trial workflow.
Add trial leads to tracking sheets and database
Automatically record new module entry leads across Zoho CRM and Google Sheets. Create and update trial sheets and a prospect table when a trial lead is added, so you can log trial data, enrich attribution, and set up follow-up without manual logging.
How this automation accelerates trial follow-up with prospect records
When new module entry leads appear in Zoho CRM, delays can break trial follow-up. This automation filters by trial criteria and creates reporting rows and prospect recordsβso your team can respond without manual spreadsheet work.
Zoho CRMor swap with your favorite app
2.Filters leads by trial criteria
Integrate Filter by Zapier and workflow rules to continue only for leads matching your configured trial criteria.
Filter by Zapieror swap with your favorite app
3.Creates spreadsheet row in trials
Integrate Google Sheets and reporting tables to create trial log rows with timestamps, status, and sources.
Google Sheetsor swap with your favorite app
4.Creates spreadsheet row in lead db
Integrate Google Sheets and attribution reporting to create lead DB rows with owner, type, country, and UTM fields.
5.Finds or creates prospect record
Integrate Airtable and prospect databases to find or create a prospect record using email as the lookup.
Airtableor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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