Ytel Platform + Zoho CRM + Formatter by Zapier

Convert Lead

Convert an existing lead to contact and account

Update Module Entry

Update existing entry in the selected module

Find Module Entry

Finds an entry in a module

Create Module Entry

Create module entry if entry does not exist

Numbers

Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

Utilities

Various utilities like "choose value from list" or "look up in table" (with line-item support).

Create a Contact

Create a contact on the Ytel Platform with some of the basic information needed for communications. You may then use the returned ContactID to send an SMS, Make a Call, or store back into your trigger application for future use.

Send Campaign Using ContactID

Create Module Entry

Creates a new entry in a module

Update Related Module Entry

Relates an entry in this module with an entry in another module

Find Module Entries

Finds multiple entries in a module (with line item support)

Date / Time

Work with dates and times to change formatting or add/subtract time (with line-item support).

Text

Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

Carrier Lookup

Oftentimes the carrier a person uses determines how you want to market to them. Carrier Lookup will return information about the carrier including the carrier name, location, and whether it is a mobile number or not.

Send Campaign Using Phone

Search Contacts

Allows searching for contacts by email or phone number. When doing a search, all records that match all of the criteria will be returned.