HeySummit + Zoho CRM
Manage new HeySummit attendees by creating or updating module entries in Zoho CRM
Streamline your customer management process with this efficient workflow between HeySummit and Zoho CRM. Each time a new attendee registers on HeySummit, an entry is created or updated in Zoho CRM. This seamless data transfer ensures you always have the most accurate and up-to-date information about your attendees, helping you to manage relationships and track customer activity in a more organized manner.
Streamline your customer management process with this efficient workflow between HeySummit and Zoho CRM. Each time a new attendee registers on HeySummit, an entry is created or updated in Zoho CRM. This seamless data transfer ensures you always have the most accurate and up-to-date information about your attendees, helping you to manage relationships and track customer activity in a more organized manner.
- When this happens...New Attendee
Triggers when a new attendee registers for your HeySummit event.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Attendee
Triggers when a new attendee registers for your HeySummit event.
Try ItTicket Purchased
Triggers when an attendee purchased a ticket on your HeySummit event.
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.
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New Talk Attendee
Triggers when a new attendee registers for a Talk within your HeySummit Event. A Zap is sent for each Talk they register for.
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.
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