Callback24 + Zoho CRM
Create new Zoho CRM module entries for each call event in Callback24
When a call event happens in Callback24, use this workflow to effortlessly create a module entry in your Zoho CRM. No need for manual data entering or time-consuming follow-ups. Save time, improve productivity, and ensure your CRM data stays updated following every Call Event using this simple yet effective automation.
When a call event happens in Callback24, use this workflow to effortlessly create a module entry in your Zoho CRM. No need for manual data entering or time-consuming follow-ups. Save time, improve productivity, and ensure your CRM data stays updated following every Call Event using this simple yet effective automation.
- When this happens...Call Event
Triggers when users ends a call.
- automatically do this!Create Module Entry
Creates a new entry in a module
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EventRequired
Service
Try ItService
Phone NumberRequired
Call time
Title
Website URL
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 It
Service
Try ItNew 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 It
