Leadinfo + Zoho CRM
Create or update Zoho CRM module entries when new Leadinfo triggers occur
Effortlessly keep your sales pipeline up-to-date with this Leadinfo and Zoho CRM automation. Once set up, every time a new lead is detected in Leadinfo, this workflow will create or update a corresponding module entry in Zoho CRM, ensuring that your team has the most current information on potential clients. Save time and improve communication by streamlining your lead management process.
Effortlessly keep your sales pipeline up-to-date with this Leadinfo and Zoho CRM automation. Once set up, every time a new lead is detected in Leadinfo, this workflow will create or update a corresponding module entry in Zoho CRM, ensuring that your team has the most current information on potential clients. Save time and improve communication by streamlining your lead management process.
- When this happens...Trigger
Triggers when a configured trigger inside Leadinfo is matched
- automatically do this!Create/Update Module Entry
Create or update module entries
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LeadbotRequired
ComponentRequired
Try ItShare
Triggers when a company is manually shared in the Inbox
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 It
Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTrigger
Triggers when a configured trigger inside Leadinfo is matched
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.
Try It
