Coworks + Zoho CRM
Create leads in Coworks from new module entries in Zoho CRM
Easily keep track of new entries in your Zoho CRM by setting up an automation to create a lead in Coworks. Once set up, this workflow springs into action every time there's a new module entry in Zoho CRM, creating a corresponding lead in Coworks. This provides a convenient way to ensure no potential lead falls through the cracks, saving you time and enhancing your lead management process.
Easily keep track of new entries in your Zoho CRM by setting up an automation to create a lead in Coworks. Once set up, this workflow springs into action every time there's a new module entry in Zoho CRM, creating a corresponding lead in Coworks. This provides a convenient way to ensure no potential lead falls through the cracks, saving you time and enhancing your lead management process.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Lead
This will allow you to create a lead in the Coworks Leads tab.
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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
