Membrain + Zoho CRM

Create new Membrain projects from new leads in Zoho CRM

Streamline your sales process by linking your Zoho CRM with Membrain. With this workflow, every time there is a new lead in Zoho CRM, a sales project is instantly created in Membrain. This bridges the gap between your CRM and sales initiative, ensuring a seamless transition that attracts, retains, and profits from customers. Save time, reduce manual data entry, and focus on turning leads into successful sales.

Streamline your sales process by linking your Zoho CRM with Membrain. With this workflow, every time there is a new lead in Zoho CRM, a sales project is instantly created in Membrain. This bridges the gap between your CRM and sales initiative, ensuring a seamless transition that attracts, retains, and profits from customers. Save time, reduce manual data entry, and focus on turning leads into successful sales.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    MembrainMembrain
    Create Sales Project

    Creates a new sales project.

    ActionWrite
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Supported triggers and actions

membrain logo
membrain logo

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
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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