XPRT + Zoho CRM
Create module entries in Zoho CRM for new leads from XPRT
Seize new business opportunities instantly with this workflow. Once set up, whenever a new lead is detected in XPRT, an entry for that lead will be created in your Zoho CRM. No more time wasted on data entry - this workflow ensures every potential client is promptly recorded in your CRM, ready for immediate follow-up. Empower your sales team and improve your lead management process with this reliable, time-saving solution.
Seize new business opportunities instantly with this workflow. Once set up, whenever a new lead is detected in XPRT, an entry for that lead will be created in your Zoho CRM. No more time wasted on data entry - this workflow ensures every potential client is promptly recorded in your CRM, ready for immediate follow-up. Empower your sales team and improve your lead management process with this reliable, time-saving solution.
- When this happens...New Leads
Triggers when you get new leads from your XPRT account.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Inquiries
Triggers when there are new inquiries on your XPRT account.
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
New Leads
Triggers when you get new leads from your XPRT account.
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 ItModuleRequired
Try It
