Buying Buddy + Zoho CRM
Create or update Zoho CRM module entries from new Buying Buddy leads
When a new lead is captured in Buying Buddy, it can be time-consuming to manually enter this data into your Zoho CRM. Streamline your workflow with this automation that instantly updates or creates a new module entry in your Zoho CRM for every new lead in Buying Buddy. Save time, reduce errors, and ensure your CRM stays up-to-date with the latest lead information.
When a new lead is captured in Buying Buddy, it can be time-consuming to manually enter this data into your Zoho CRM. Streamline your workflow with this automation that instantly updates or creates a new module entry in your Zoho CRM for every new lead in Buying Buddy. Save time, reduce errors, and ensure your CRM stays up-to-date with the latest lead information.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Lead
Triggers when a new lead is created.
Try ItEmail
First Name
Last Name
Full Name
Primary Phone Number
Mobile Phone
Home Phone
Associated Website
Company
Password
Street Address
Address Line 2
City
State
Zip Code
Agent's Buying Buddy Referral ID
Assistant's Buying Buddy Referral ID
Loan Officer's Buying Buddy Referral ID
Other Role's Buying Buddy Referral ID
Round Robin?
Sales Step
Forecast Close Date
Forecast Revenue
Forecast Notes
Source Page URL
Marketing Campaign Reference
Inquiry / Task Subject Reference
Inquiry / Task Details
Inquiry / Task Status
Task Due (In Days)
Notes
Comments
Lead Star Rating
Category ID
HashTags
Buyer Status
Mortgage Status
Agent Agreement
Only Process if Existing Lead
Send Welcome Email?
Send Additional Email ID
Attach Campaign to New Lead
Attach Drip Campaign to Existing
Saved Search
Saved Search Frequency
Saved Search End Date
Duration of Alert
Saved Search Criteria
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
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Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
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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