Convert new Payhip sales into Zoho CRM leads
Enhance your sales tracking process with this smart workflow between Payhip and Zoho CRM. Every time there is a new sale in Payhip, the corresponding lead in Zoho CRM will be converted, keeping your customer data up-to-date with every transaction. It allows you to streamline your sales process, saving you time and effort in lead management.
Enhance your sales tracking process with this smart workflow between Payhip and Zoho CRM. Every time there is a new sale in Payhip, the corresponding lead in Zoho CRM will be converted, keeping your customer data up-to-date with every transaction. It allows you to streamline your sales process, saving you time and effort in lead management.
- When this happens...New Sale
Triggers when a new transaction occurs. A paid transaction or a free transaction.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
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Cancel Membership Subscription
Triggers when a subscriber cancels a membership or a subscription.
Try ItNew Sale
Triggers when a new transaction occurs. A paid transaction or a free transaction.
Try ItRefund
Triggers when a transaction is refunded for a digital product or a physical product. Not a membership.
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.
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New Membership Subscription
Triggers when a customer subscribes to a membership or a subscription.
Try ItNew Product
Triggers when you add a new digital or physical product.
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
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