Saleo + Zoho CRM

Update or create Zoho CRM leads from new Saleo Capture tours

Automatically create or update a lead in Zoho CRM every time someone completes a new Saleo Capture tour. This Zap checks for an existing lead by email—if one exists, it updates the record with the latest demo engagement details; if not, a new lead is created. This ensures your CRM stays current with every touchpoint and gives your team real-time insight into who's exploring your product.

Automatically create or update a lead in Zoho CRM every time someone completes a new Saleo Capture tour. This Zap checks for an existing lead by email—if one exists, it updates the record with the latest demo engagement details; if not, a new lead is created. This ensures your CRM stays current with every touchpoint and gives your team real-time insight into who's exploring your product.

  1. When this happens!
    SaleoSaleo
    New Capture Lead

    Triggers when a new Capture starts via Form Fill or a Custom Link.

    TriggerInstant
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    saleo logo
    saleo logo

    About Saleo

    Saleo is a comprehensive demo platform offering solutions for both live demos and interactive, on-demand demos.

    Related categories

    • Sales & CRM
    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

    Similar apps

    Pipedrive integrationsPipedrive integrations

    Pipedrive

    CRM (Customer Relationship Management)
    Insightly integrationsInsightly integrations

    Insightly

    CRM (Customer Relationship Management)
    Zapier Interfaces integrationsZapier Interfaces integrations

    Zapier Interfaces

    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier