Compass + Zoho CRM

Create new Compass leads from new Zoho CRM contacts

Effortlessly grow your Compass leads with this seamless Zoho CRM to Compass workflow. Whenever you add a new contact in Zoho CRM, this automation will create a new lead in Compass, ensuring that your contacts are consistently being converted into potential clients. Say goodbye to manual import and let this workflow streamline your lead generation process.

Effortlessly grow your Compass leads with this seamless Zoho CRM to Compass workflow. Whenever you add a new contact in Zoho CRM, this automation will create a new lead in Compass, ensuring that your contacts are consistently being converted into potential clients. Say goodbye to manual import and let this workflow streamline your lead generation process.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    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
compass-da26590 logo
compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

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

  • CRM (Customer Relationship Management)
  • Zoho

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