Social Intents + Zoho CRM
Create or update Zoho CRM entries when new Social Intents leads come in
This workflow starts when a new lead appears in the Social Intents app. From there, the lead's details are used to create or update a module entry in the Zoho CRM app. This allows for a seamless transfer of data between platforms, making customer relationship management more efficient. By using this workflow, you can stay on top of new leads and make sure your CRM is always up-to-date.
This workflow starts when a new lead appears in the Social Intents app. From there, the lead's details are used to create or update a module entry in the Zoho CRM app. This allows for a seamless transfer of data between platforms, making customer relationship management more efficient. By using this workflow, you can stay on top of new leads and make sure your CRM is always up-to-date.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Chat WidgetRequired
Try ItChat WidgetRequired
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 It
App WidgetRequired
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
