Groundwork + Zoho CRM
Generate Zoho CRM module entries from new Groundwork kickoff forms submitted
When a new kickoff form is submitted in Groundwork, this workflow will create an entry in the Zoho CRM module. This will help reduce manual data entry and improve data accuracy, making your sales process more seamless and efficient. Perfect for businesses looking to streamline their customer management and sales strategies.
When a new kickoff form is submitted in Groundwork, this workflow will create an entry in the Zoho CRM module. This will help reduce manual data entry and improve data accuracy, making your sales process more seamless and efficient. Perfect for businesses looking to streamline their customer management and sales strategies.
- When this happens...New Kickoff Form Submitted
Triggers when a lead kickoff form is completed.
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
Survey
Try ItSurveyRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Defer Survey
Send Survey At
Street Number 1
Street Number 2
City
State
Zip
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 It
Survey
Try ItNew 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 It
