Botsonic + Zoho CRM
Create or update Zoho CRM modules from new Botsonic form entries
When a new form entry is processed in Botsonic, this workflow instantly updates or creates a corresponding module entry in Zoho CRM. This seamless connection ensures your customer data stays current, allowing you to manage your leads, deals and customer engagements better. No manual data entry means time-saving, better efficiency and reduced chances of errors.
When a new form entry is processed in Botsonic, this workflow instantly updates or creates a corresponding module entry in Zoho CRM. This seamless connection ensures your customer data stays current, allowing you to manage your leads, deals and customer engagements better. No manual data entry means time-saving, better efficiency and reduced chances of errors.
- When this happens...New Form Entry
Triggers when a user fills the user form and submits it.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Bot IDRequired
Try ItNew 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 It
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
