Wheelbase + Zoho CRM
Create or update Zoho CRM module entries for new Wheelbase customers
Elevate your customer relationship management effortlessly with this smart workflow. When a new customer is added in Wheelbase, the workflow will instantly create or update an entry in Zoho CRM. This saves time, avoids manual data entry and keeps your customer information precise and up-to-date. Perfect for businesses aiming to streamline their customer acquistion process.
Elevate your customer relationship management effortlessly with this smart workflow. When a new customer is added in Wheelbase, the workflow will instantly create or update an entry in Zoho CRM. This saves time, avoids manual data entry and keeps your customer information precise and up-to-date. Perfect for businesses aiming to streamline their customer acquistion process.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Status
Try ItNew Message
Triggers when a new message is created.
Try ItVehicleRequired
Start DateRequired
End DateRequired
Renter TypeRequired
EmailRequired
First Name
Last Name
Phone
Locale
Street Address
Apartment/Suite/Other
City
State
Postal Code
County
Country
New Customer
Triggers when a new customer is created.
Try ItNew Rental
Triggers when a new rental is created.
Try ItReservationRequired
Vehicle
Start Date
End Date
Pickup Street Address
Pickup Apartment/Suite/Other
Pickup City
Pickup State
Pickup Postal Code
Pickup Country
Pickup Latitude
Pickup Longitude
Dropoff Street Address
Dropoff Apartment/Suite/Other
Dropoff City
Dropoff State
Dropoff Postal Code
Dropoff Country
Dropoff Latitude
Dropoff Longitude
Name of VehicleRequired
TypeRequired
Vehicle Year
Vehicle MakeRequired
Vehicle modelRequired
Location
Description
