Scan2Lead + Zoho CRM
Create or update Zoho CRM module entries when new visitors are scanned in Scan2Lead
Effortlessly streamline your lead management process with this configuration. When an event participant is scanned in the Scan2Lead app, an up-to-date entry is instantly generated in your Zoho CRM. This ensures every potential client is accounted for, keeping your customer relationship data current and fuss-free. This setup not only enhances your sales process, it also simplifies lead tracking and management.
Effortlessly streamline your lead management process with this configuration. When an event participant is scanned in the Scan2Lead app, an up-to-date entry is instantly generated in your Zoho CRM. This ensures every potential client is accounted for, keeping your customer relationship data current and fuss-free. This setup not only enhances your sales process, it also simplifies lead tracking and management.
- When this happens...Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
- automatically do this!Create/Update Module Entry
Create or update module entries
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All New and Changed Leads
Retrieves new and changed Leads. Since last call.
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.
Try It
Watch Leads
Triggers when a visitors badge barcode is scanned or a businesscard is scanned and on any change or deletion of a visitor record.
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.
Try ItModuleRequired
Try It
