WORKING!! [APEX] Voice Sold Contact and Account Creation in Zoho CRM

“1. Lead Capture: Triggered by credit card details entry, a lead in Zoho CRM kicks off the automation. 2. Contact Creation: Automatically generates a contact in Zoho CRM, ensuring no lead is left unattended. 3. Account Formation: Simultaneously creates an account for the new contact, centralizing customer data. 4. Run Payment Through Authorize.net 5. Contact-Account Association: Seamlessly assigns the new contact to the relevant account for organized management. 6. Deal Assignment: Conditionally, if the lead is interested in the "Voice" product, a deal is crafted and linked to the account. 7. Task Creation: Initiates a "voice fulfillment" task, setting the stage for product delivery and customer satisfaction. 8. Meeting Scheduling: Schedules an upsell meeting/activity in both Zoho CRM and Notion, doubling down on growth opportunities. 9. Reminder Setup: Adds a task for a scheduler to make a reminder call, integrated into Zoho CRM ”