Solargraf + Zoho CRM
Create new Solargraf leads from new Zoho CRM module entries
Streamline your sales process with this efficient workflow. Whenever a new module entry is made in Zoho CRM, a corresponding lead is generated in Solargraf. This not only saves valuable time but also ensures a swift follow-up on new opportunities, fostering seamless integration between your CRM and solar design software. Optimize your business operations by setting up this simple yet effective system.
Streamline your sales process with this efficient workflow. Whenever a new module entry is made in Zoho CRM, a corresponding lead is generated in Solargraf. This not only saves valuable time but also ensures a swift follow-up on new opportunities, fostering seamless integration between your CRM and solar design software. Optimize your business operations by setting up this simple yet effective system.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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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
