CoPilot AI + Zoho CRM

Create new Zoho CRM entries when leads reply in CoPilot AI

Initiate a smoother lead management process with this workflow. Whenever a lead responds in the CoPilot AI app, a new module entry is created for the lead within Zoho CRM. This automation enhances efficiency by ensuring that all lead responses are promptly documented in your CRM system, keeping your data up-to-date and helping you to maintain strong relationships with your leads.

Initiate a smoother lead management process with this workflow. Whenever a lead responds in the CoPilot AI app, a new module entry is created for the lead within Zoho CRM. This automation enhances efficiency by ensuring that all lead responses are promptly documented in your CRM system, keeping your data up-to-date and helping you to maintain strong relationships with your leads.

  1. When this happens...
    CoPilot AICoPilot AI
    Lead Replied

    Triggers when a lead has replied.

    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

  • 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 CoPilot AI

CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.

Related categories

  • Contact Management
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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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