Toolsey + Zoho CRM
Create Zoho CRM module entries for new leads added in Toolsey
Effectively manage your new leads with this streamlined workflow. When a new lead is added in Toolsey, a corresponding record is immediately created in Zoho CRM. This task ensures your customer information is organized and easily accessible in your CRM system, enhancing your team's efficiency and response times. Harness the power of this setup to stay ahead in tracking and nurturing your leads.
Effectively manage your new leads with this streamlined workflow. When a new lead is added in Toolsey, a corresponding record is immediately created in Zoho CRM. This task ensures your customer information is organized and easily accessible in your CRM system, enhancing your team's efficiency and response times. Harness the power of this setup to stay ahead in tracking and nurturing your leads.
- When this happens...Lead Added
Triggers when a lead is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Lead Added
Triggers when a lead is created.
Try ItLead Updated
Triggers when lead updated on the site.
Try ItLead IDRequired
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 It
Lead Removed
Triggers when lead removed on the site.
Try ItFirst Name
Last Name
Full Name
Email
Primary Phone
Address
Alternative Address
City
State/Province
Postal Code
Comments
Appointment Date
Adjuster Date
Appointment Time
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 It
