EnergySage + Zoho CRM + Formatter by Zapier
Update EnergySage leads with new module updates in Zoho CRM
When you update a sales discovery status in Salesforce, e.g. progress from "Prospecting" to "Closed Won", this Zap will automatically send that update to EnergySage. Keep your leads up to date across platforms, without stopping for duplicate data entry chores.
When you update a sales discovery status in Salesforce, e.g. progress from "Prospecting" to "Closed Won", this Zap will automatically send that update to EnergySage. Keep your leads up to date across platforms, without stopping for duplicate data entry chores.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Update Lead Status
Updates the status of a lead in EnergySage.
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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.
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 ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New 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 ItModuleRequired
Try It
