Capture cold call data, create or update CRM entries, and schedule follow-up tasks
Capture cold call data, create or update CRM entries, and schedule follow-up tasks
Capture cold call data by creating or updating entries in Zoho CRM from Cognito Forms submissions. Schedule follow-up tasks to improve engagement and ensure timely responses, enhancing your sales process.
Zap details:
Overview
Capture cold call data by creating or updating entries in Zoho CRM from Cognito Forms submissions. Schedule follow-up tasks to improve engagement and ensure timely responses, enhancing your sales process.