Capture SMS data, format date, find lead in Zoho CRM, and create note for interaction
Capture SMS data, format date, find lead in Zoho CRM, and create note for interaction
Capture incoming SMS data via Webhooks by Zapier, format the date with Formatter by Zapier, find the corresponding lead in Zoho CRM, and create a note to log the SMS interaction, ensuring clear communication and improved lead tracking.
Workflow preview:
Zap details:
Overview
Capture incoming SMS data via Webhooks by Zapier, format the date with Formatter by Zapier, find the corresponding lead in Zoho CRM, and create a note to log the SMS interaction, ensuring clear communication and improved lead tracking.