umsatz.io + Zoho CRM
Create new deals in umsatz.io from new leads in Zoho CRM
When a new lead is identified in Zoho CRM, ensure swift action is taken, improving your chances of closing the deal. This automated workflow pushes these leads to umsatz.io to instantly create a deal, ensuring no potential client falls through the cracks. You will be better organized and more efficient in your client management, giving you an edge in your business dealings.
When a new lead is identified in Zoho CRM, ensure swift action is taken, improving your chances of closing the deal. This automated workflow pushes these leads to umsatz.io to instantly create a deal, ensuring no potential client falls through the cracks. You will be better organized and more efficient in your client management, giving you an edge in your business dealings.
- 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 Deal
Create a new deal in the system.
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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
