Ruby + Zoho CRM
Create new Zoho CRM entries each time messages occur in Ruby app
Automate your CRM processes with this convenient workflow. When a message is received in your Ruby app, it directly leads to the creation of a new module entry in your Zoho CRM. This saves you valuable time and ensures important data is instantly logged into your CRM. Perfect for businesses looking to streamline their pipeline and maximize efficiency.
Automate your CRM processes with this convenient workflow. When a message is received in your Ruby app, it directly leads to the creation of a new module entry in your Zoho CRM. This saves you valuable time and ensures important data is instantly logged into your CRM. Perfect for businesses looking to streamline their pipeline and maximize efficiency.
- When this happens...Message
Triggers when agent takes a message on behalf of you.
- automatically do this!Create Module Entry
Creates a new entry in a module
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DeliveryRequired
AccountRequired
Try ItFirst NameRequired
Last NameRequired
Title
Business
Phone NumberRequired
Extension
Phone Type
Email
Email Type
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.
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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LocationRequired
Phone NumberRequired
RequestRequired
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 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.
Try It
