Add attachments in Zoho CRM for new leads from Facebook Lead Ads
Effortlessly streamline your sales process with this user-friendly workflow that initiates when a new lead is recognized on Facebook Lead Ads. The setup promptly attaches relevant information to your Zoho CRM system, allowing you to stay organized and keep close tabs on potential customers. This automation helps you save time, reduces the risk of human error, and ensures quick follow-ups with prospective sales opportunities.
Effortlessly streamline your sales process with this user-friendly workflow that initiates when a new lead is recognized on Facebook Lead Ads. The setup promptly attaches relevant information to your Zoho CRM system, allowing you to stay organized and keep close tabs on potential customers. This automation helps you save time, reduces the risk of human error, and ensures quick follow-ups with prospective sales opportunities.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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Try ItNew 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
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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.
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