Provely + Zoho CRM
Create new Provely contacts from new Zoho CRM leads
When a new lead is added in Zoho CRM, instantly have a new contact set up in the Provely app. This workflow ensures you don't waste time manually importing contacts and allows you to focus on nurturing those new professional relationships. A straightforward solution to effortlessly bridge your sales process between Zoho CRM and Provely.
When a new lead is added in Zoho CRM, instantly have a new contact set up in the Provely app. This workflow ensures you don't waste time manually importing contacts and allows you to focus on nurturing those new professional relationships. A straightforward solution to effortlessly bridge your sales process between Zoho CRM and Provely.
- When this happens...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.
- automatically do this!Create a New Contact
Creates a new Contact for Live Conversion Notification inside Provely.
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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 ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
