WeTravel + Zoho CRM
Create new Zoho CRM entries from WeTravel transactions
Boost your CRM efficiency with this integrated workflow. When a new transaction is registered in WeTravel, it will swiftly create a corresponding entry in Zoho CRM. This seamless process eliminates manual data input, ensuring your customer records are always up-to-date and allowing you to focus on building stronger client relationships.
Boost your CRM efficiency with this integrated workflow. When a new transaction is registered in WeTravel, it will swiftly create a corresponding entry in Zoho CRM. This seamless process eliminates manual data input, ensuring your customer records are always up-to-date and allowing you to focus on building stronger client relationships.
- When this happens...New Transaction
Triggers when a new transaction is added.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Lead Updated
Triggers when a lead gets updated
Try ItNew Lead
Triggers when a new lead is created.
Try ItTransaction Updated
Triggers whenever a transaction is updated, such as when rebooking to another trip.
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 It
New Customer
Triggers when a new customer is added.
Try ItNew Transaction
Triggers when a new transaction is added.
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 It
