Perspective + Zoho CRM
Create new Zoho CRM modules when funnels are completed in Perspective
Turn your customer journeys into sales opportunities with this automation. When a visitor completes a funnel in Perspective, a new module entry is instantly created in Zoho CRM. This way, your CRM system stays updated, enabling you to engage your prospects at the right time with correct information.
Turn your customer journeys into sales opportunities with this automation. When a visitor completes a funnel in Perspective, a new module entry is instantly created in Zoho CRM. This way, your CRM system stays updated, enabling you to engage your prospects at the right time with correct information.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
Try ItFunnelRequired
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 It
FunnelRequired
Try ItNew 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 It
