Greetly + Zoho CRM
Create contacts in Zoho CRM for new check-ins with Greetly
If you need to keep track of all your visitors, having all their information across your system as quickly as possible is important. This integration can help. After being turned on, whenever there's a new check in via Greetly, we'll take the information and add a contact for them on Zoho CRM, so you don't have to.
If you need to keep track of all your visitors, having all their information across your system as quickly as possible is important. This integration can help. After being turned on, whenever there's a new check in via Greetly, we'll take the information and add a contact for them on Zoho CRM, so you don't have to.
- When this happens...New Check In
Triggers when there is a new check in.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Check In
Triggers when there is a new check in.
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EmailRequired
First Name
Last Name
Custom Visitor Info
First NameRequired
Last NameRequired
EmailRequired
Company
Phone for Text Notifications
Phone for Voice Notifications
IM Handle
Notification by SMS
Notification by Voice
Notification by Email
Notification by IM
EmailRequired
First Name
Last Name
Company
Primary Phone
Secondary Phone
IM Handle
New User
Triggers when a new user is created.
Try ItDate of VisitRequired
Start TimeRequired
End TimeRequired
HostRequired
EmailRequired
First Name
Last Name
EmailRequired
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.
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