Instantly + Zoho CRM
Create new Zoho CRM module entries from new events in Instantly
Streamline your workflow with this efficient automation that instantly updates your Zoho CRM system every time a new event is logged in the Instantly app. This set-up ensures your CRM is always up to date, making customer relationship management smoother and more efficient. Perfect for those seeking to avoid manual data transfers and keep their Zoho CRM records current with the latest Instantly events.
Streamline your workflow with this efficient automation that instantly updates your Zoho CRM system every time a new event is logged in the Instantly app. This set-up ensures your CRM is always up to date, making customer relationship management smoother and more efficient. Perfect for those seeking to avoid manual data transfers and keep their Zoho CRM records current with the latest Instantly events.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
