Limo Anywhere + Zoho CRM
Create or update Zoho CRM module entries for new Limo Anywhere accounts
Effortlessly manage your customer base with this powerful automation. When a new account is created in Limo Anywhere, this workflow will create or update a module entry in Zoho CRM, ensuring your contact information is always up to date. Save time and stay organized by connecting your limousine service with your CRM system in a seamless and efficient manner.
Effortlessly manage your customer base with this powerful automation. When a new account is created in Limo Anywhere, this workflow will create or update a module entry in Zoho CRM, ensuring your contact information is always up to date. Save time and stay organized by connecting your limousine service with your CRM system in a seamless and efficient manner.
- When this happens...New Account
Triggers when a new customer account is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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