BatchLeads + Zoho CRM

Update Zoho CRM module entries when new skip-traced properties are available in BatchLeads

Stay ahead with efficient property lead management. With this workflow, once a property is skip traced and the phone number becomes available in BatchLeads, an entry will be created or updated in Zoho CRM. This ensures your customer relationship management stays up-to-date with the latest lead information, assisting your real estate business to maintain more accurate and prompt communication.

When this happens...
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
TriggerPolling
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

Direct Mail Delivered
Triggers when a Direct Mail is delivered.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
Phone Call Not Answered
Triggers when a phone call is not answered
Trigger
Polling
Try It
Property Added to a List
Triggers when a new or existing property is added To A List.
Trigger
Polling
Try It
Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Polling
Try It

Property Status Updated
Triggers when a property lead status gets updated.
Trigger
Polling
Try It
SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Polling
Try It

SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Polling
Try It
- Phone NumberRequired
Action
Write
- Property IDsRequired
- List NameRequired
Action
Write
- Property IDRequired
- NoteRequired
Action
Write
- List Name
- Tag Name
- Property AddressRequired
- Property CityRequired
- Property StateRequired
- Property ZipRequired
Action
Write
- Property IDRequired
- List NameRequired
Action
Write
- Property IDsRequired
- Skip Trace NameRequired
Action
Write
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.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Polling
Try It
Phone Call Answered
Triggers when a phone call is answered
Trigger
Polling
Try It
New Property Added
Triggers when a new property is added.
Trigger
Polling
Try It
Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Polling
Try It
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Polling
Try It
Tag Added to a Property
Triggers when a tag is added to a property.
Trigger
Polling
Try It
- List NameRequired
- Property AddressRequired
- Property Address 2
- Property CityRequired
- Property StateRequired
- Property ZIPRequired
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt outRequired
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
- Lead Status NameRequired
Action
Write
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
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
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

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Related Zap Templates

Convert newly skip traced properties in BatchLeads into leads in Zoho CRM

Create or update Zoho CRM module entries when new BatchLeads properties are skip traced

BatchLeads + Zoho CRM

Update Zoho CRM module entries when new skip-traced properties are available in BatchLeads

Direct Mail Delivered

New Vacant Property Found

Phone Call Not Answered

Property Added to a List

Property Is Skip Traced (Email Available)

Property Status Updated

SMS Lead Marked as "DNC"

SMS Lead Marked as "Hot"

SMS Lead Marked as "Warm"

Add Phone Number to DNC

Add Property to a List

Create Note for a Lead

Create One-Click Direct Mail Campaign for Unsaved Properties

Remove List From a Property

Skip Trace Property

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

SMS Message Is Sent to a Lead

Phone Call Answered

New Property Added

Property Is Opted Out

Property Is Skip Traced (Phone Number Available)

Property Becomes Vacant

SMS Lead Marked as "Follow Up"

SMS Lead Marked as "Refer to Realtor (Agent)"

Tag Added to a Property

Add Property

Tag Added to a Property

Create One-Click Direct Mail Campaign

Opt Out a Property

Remove Tag From a Property

Update Lead Status

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About BatchLeads

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates