Greetly + Zoho CRM
Add contacts in Zoho CRM when visitors check in with Greetly
Use your visitor management kiosk to grow your CRM database. Automatically send visitors and their contact information to Zoho CRM when they check in using Greetly's visitor registration app.
Use your visitor management kiosk to grow your CRM database. Automatically send visitors and their contact information to Zoho CRM when they check in using Greetly's visitor registration app.
- When this happens...New Check In
Triggers when there is a new check in.
- automatically do this!Create/Update Module Entry
Create or update module entries
- Free forever for core features
- 14 day trial for premium features & apps
New Check In
Triggers when there is a new check in.
Try ItHost
EmailRequired
First Name
Last Name
Custom Visitor Info
First NameRequired
Last NameRequired
EmailRequired
Company
Phone for Text Notifications
Phone for Voice Notifications
IM Handle
Notification by SMS
Notification by Voice
Notification by Email
Notification by IM
EmailRequired
First Name
Last Name
Company
Primary Phone
Secondary Phone
IM Handle
New User
Triggers when a new user is created.
Try ItDate of VisitRequired
Start TimeRequired
End TimeRequired
HostRequired
EmailRequired
First Name
Last Name
EmailRequired
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 It
