Lofty + Zoho CRM
Update leads in Chime when new module entries occur in Zoho CRM
Keep your lead information current and accurate across your platforms with this streamlined workflow. When new information is added to a module in Zoho CRM, it promptly updates the corresponding lead in the Chime app. This ensures that your team always has the most up-to-date details at their fingertips, enhancing efficiency and customer management.
Keep your lead information current and accurate across your platforms with this streamlined workflow. When new information is added to a module in Zoho CRM, it promptly updates the corresponding lead in the Chime app. This ensures that your team always has the most up-to-date details at their fingertips, enhancing efficiency and customer management.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Update Lead
Updates an existing lead.
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New 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 ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New 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 ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
