Luxury Presence + Zoho CRM
Create or update Zoho CRM module entries when new leads or lead activity happen in Luxury Presence
Streamline your sales process with this workflow. When a new lead or lead activity is detected in Luxury Presence, it will directly update or create a module entry in Zoho CRM. This automation provides a seamless connection between your high-end real estate platform and your customer relationship management tool, ensuring valuable lead information is always updated and at your fingertips.
Streamline your sales process with this workflow. When a new lead or lead activity is detected in Luxury Presence, it will directly update or create a module entry in Zoho CRM. This automation provides a seamless connection between your high-end real estate platform and your customer relationship management tool, ensuring valuable lead information is always updated and at your fingertips.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
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 ItModuleRequired
Try It
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.
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
