Realty Executives Prime Agent + Zoho CRM

Create leads in Realty Executives Prime Agent for new or updated contacts in Zoho CRM

Keep your Realty Executives Prime Agent leads up to date with this efficient automation. Whenever a new or updated contact is added in Zoho CRM, this workflow will create a lead in the Realty Executives Prime Agent app, ensuring a seamless transfer of information and improved organization. Save time and stay on top of your leads with this streamlined process.

Keep your Realty Executives Prime Agent leads up to date with this efficient automation. Whenever a new or updated contact is added in Zoho CRM, this workflow will create a lead in the Realty Executives Prime Agent app, ensuring a seamless transfer of information and improved organization. Save time and stay on top of your leads with this streamlined process.

  1. When this happens...
    Zoho CRMZoho CRM
    New 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.

    TriggerPolling
  2. automatically do this!
    Realty Executives Prime AgentRealty Executives Prime Agent
    Create Lead

    Creates a lead in Prime Agent.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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realty-executives-prime-agent logo

About Realty Executives Prime Agent

Prime Agent is Realty Executives' proprietary intranet dashboard that provides quick access to business tools, marketing collateral, news, and resources in one ecosystem.

Related categories

  • Product Management
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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