Mobilo Card + Zoho CRM

Convert new leads from Mobilo Card into Zoho CRM efficiently

Simplify your lead management process with this efficient workflow. When you collect a new lead in Mobilo Card, it promptly readies to convert the lead in Zoho CRM. It aids in making your customer relations operations streamlined, reducing manual data entry, and leaving more time to focus on nurturing the newly identified prospects. Make your business interactions more productive with this simple yet effective automation.

Simplify your lead management process with this efficient workflow. When you collect a new lead in Mobilo Card, it promptly readies to convert the lead in Zoho CRM. It aids in making your customer relations operations streamlined, reducing manual data entry, and leaving more time to focus on nurturing the newly identified prospects. Make your business interactions more productive with this simple yet effective automation.

  1. When this happens...
    Mobilo CardMobilo Card
    New Lead (For Your Account)

    Triggers when a new lead has been created for your own account.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Convert Lead

    Convert an existing lead to contact and account

    ActionWrite
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Supported triggers and actions

  • Mobilo Card triggers, actions, and search

    New Lead (For Your Group)

    Triggers when a new lead has been created for your group (or department), within the organization.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
mobilo-card logo
mobilo-card logo

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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