Process new form submissions in Zoho Forms, find and update leads in Close, and create notes
Process new form submissions in Zoho Forms, find and update leads in Close, and create notes
Update your leads in Close with new information from Zoho Forms submissions. Find existing leads, enhance their profiles, and create notes for better tracking, ensuring faster processing and improved lead management.
Workflow preview:
Zap details:
Overview
Update your leads in Close with new information from Zoho Forms submissions. Find existing leads, enhance their profiles, and create notes for better tracking, ensuring faster processing and improved lead management.