Cash Flow Frog + Zoho CRM
Create projections in Cash Flow Frog from new Zoho CRM leads
When you add a new lead to Zoho CRM it means that you are hoping to convert them into a paying customer, and that should be reflected in your cash flow forecast. To achieve that, a cash flow projection will be automatically added to your forecast in Cash Flow Frog.
When you add a new lead to Zoho CRM it means that you are hoping to convert them into a paying customer, and that should be reflected in your cash flow forecast. To achieve that, a cash flow projection will be automatically added to your forecast in Cash Flow Frog.
- When this happens...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.
- automatically do this!Create Projection
Creates a cash flow projection
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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
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItModuleRequired
Try It
