hauzd + Zoho CRM + Formatter by Zapier

Add new hauzd leads to Zoho CRM modules

Set up this integration to automatically add a new lead in hauzd to a specified module in your Zoho CRM account. This Zap lets you manage your lead details without having to duplicate your data entry tasks.

When this happens...
Get Leads From HauzdReturns a JSON of leads. Each lead have their answers object where all the key:values are inside (because each Lead Form in hauzd can have different number of inputs over time with custom names)
TriggerPolling
automatically do this...
UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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Discover other triggers and actions you can use with hauzd, Formatter by Zapier, and more

- Project ID
  Required
Trigger
Polling
Try It
- Project
  Required
- CRM ID
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
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.
Trigger
Polling
Try It

New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It

- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Email
  Required
- Password
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
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
- Module
  Required
Trigger
Instant
Try It
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

About hauzd

Hauzd is a 3D Sales Solution for Real Estate Developers & Brokers.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Documents

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Related Zap Templates

Update Hauzd unit properties with updated Zoho CRM module entries

Related Zap Templates

Update Hauzd unit properties with updated Zoho CRM module entries