MyAgentX + Zoho CRM
Create Zoho CRM module entries when new lead stages are updated in MyAgentX
Whenever a new lead stage is updated in MyAgentX, a corresponding Zoho CRM module entry will be generated automatically, ensuring seamless lead management.
Whenever a new lead stage is updated in MyAgentX, a corresponding Zoho CRM module entry will be generated automatically, ensuring seamless lead management.
- When this happens...Lead Stage Updated
Triggers when a lead stage updated.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Smartsheet ListRequired
PipelineRequired
Stage(s)Required
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.
Try It
Smartsheets ListRequired
Full NameRequired
PhoneRequired
PipelineRequired
Agent(s)Required
New 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
