Crystal Ball + Zoho CRM
Add annotations in Crystal Ball for new or updated leads in Zoho CRM
Looking for an easy way to stay responsive to your leads? This Zap can help. Activate it to add an annotation to Crystal Ball automatically, whenever there is a new or updated lead in Zoho CRM.
Looking for an easy way to stay responsive to your leads? This Zap can help. Activate it to add an annotation to Crystal Ball automatically, whenever there is a new or updated lead in Zoho CRM.
- When this happens...New 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.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
- Free forever for core features
- 14 day trial for premium features & apps
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
