Social Intents + Zoho CRM

Create Zoho CRM module entries from new Social Intents offline messages

Easily bridge the gap between your customer communications and your sales efforts with this workflow. When a new offline message is recorded in the Social Intents app, this process immediately creates a module entry in your Zoho CRM. This streamlined procedure ensures all customer messages are swiftly logged, enhancing responsiveness and improving sales tracking in your Zoho CRM. Boost your customer service efficiency with this seamless integration.

Easily bridge the gap between your customer communications and your sales efforts with this workflow. When a new offline message is recorded in the Social Intents app, this process immediately creates a module entry in your Zoho CRM. This streamlined procedure ensures all customer messages are swiftly logged, enhancing responsiveness and improving sales tracking in your Zoho CRM. Boost your customer service efficiency with this seamless integration.

  1. When this happens...
    Social IntentsSocial Intents
    New Offline Message

    Triggers when a new offline message is received.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • App WidgetRequired

    Trigger
    Instant
    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
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About Social Intents

Social Intents lets you live chat with your customers in real-time to provide exceptional service.

Related categories

  • Customer Support
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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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