HomeKeepr + Zoho CRM
Add new Zoho CRM leads as HomeKeepr contacts
Save time and streamline your lead management process with this template. Once it's active, whenever a new lead is created in Zoho CRM, a matching HomeKeepr contact will be added automatically. That way, you can efficiently follow up with leads without any manual work.
Save time and streamline your lead management process with this template. Once it's active, whenever a new lead is created in Zoho CRM, a matching HomeKeepr contact will be added automatically. That way, you can efficiently follow up with leads without any manual work.
- 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 Contact
Adds a Contact to your contact list (note, you must have an agent or manager account)
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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
