Visual Visitor + Zoho CRM
Create new Zoho CRM entries from fresh Visual Visitor notifications with company and contact data
Streamline your lead management effectively with this simple workflow. When new visitor notifications with company and contact details are registered in Visual Visitor, they are immediately transported into Zoho CRM. This automation not only centralizes your visitor data in one easily accessible location but also expedites your communication process, leading to better business organization and increased productivity.
Streamline your lead management effectively with this simple workflow. When new visitor notifications with company and contact details are registered in Visual Visitor, they are immediately transported into Zoho CRM. This automation not only centralizes your visitor data in one easily accessible location but also expedites your communication process, leading to better business organization and increased productivity.
- When this happens...New Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Visitor Notification With Company Data Only
Triggers when a new visitor notification is created for a visitor with only company information.
Try ItNew Visitor Notification With Company and Contact Data
Triggers when a new visitor notification is created for a visitor with both company and contact data.
Try ItNew 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.
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New Visitor Notification for a Tagged Visitor
Triggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.
Try ItNew 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 It
