Proposify + Zoho CRM

Create new Proposify clients from new Zoho CRM leads

When a new lead shows up in Zoho CRM, it's important to swiftly turn your attention towards transforming that prospect into a client. This workflow does just that by creating a new client in Proposify each time a new lead is identified in Zoho CRM. It’s an efficient process that helps you save time on data entry and focuses on nurturing relationships, thus boosting your lead conversion rates.

When a new lead shows up in Zoho CRM, it's important to swiftly turn your attention towards transforming that prospect into a client. This workflow does just that by creating a new client in Proposify each time a new lead is identified in Zoho CRM. It’s an efficient process that helps you save time on data entry and focuses on nurturing relationships, thus boosting your lead conversion rates.

  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!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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Related categories

  • Proposal & Invoice Management
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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