Airparser + Zoho CRM
Create new Zoho CRM entries from parsed Airparser documents
Streamline your sales process with this efficient workflow. Once a document is parsed in Airparser, a new module entry is directly created in Zoho CRM. This easy to set up, no-hassle process eliminates manual data transfer, allowing you to concentrate on growing your client relationships and business.
Streamline your sales process with this efficient workflow. Once a document is parsed in Airparser, a new module entry is directly created in Zoho CRM. This easy to set up, no-hassle process eliminates manual data transfer, allowing you to concentrate on growing your client relationships and business.
- When this happens...Document Parsed
Triggers when a document is parsed (new or old document).
- automatically do this!Create Module Entry
Creates a new entry in a module
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InboxRequired
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
InboxRequired
FilenameRequired
DocumentRequired
Custom Payload (optional)
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.
Try ItModuleRequired
Try It
