Instantly + Zoho CRM
Create or update Zoho CRM module entries when new events occur in Instantly
Streamline your business operations with this efficient workflow. When a new event happens in Instantly, it results in creating or updating a module entry in Zoho CRM. This alignment of events in Instantly and entries in Zoho CRM keeps your data up-to-date, enabling you to focus more on business-critical tasks. It's the perfect tool to maintain database health, improve operational efficiency, and boost your productivity.
Streamline your business operations with this efficient workflow. When a new event happens in Instantly, it results in creating or updating a module entry in Zoho CRM. This alignment of events in Instantly and entries in Zoho CRM keeps your data up-to-date, enabling you to focus more on business-critical tasks. It's the perfect tool to maintain database health, improve operational efficiency, and boost your productivity.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
