OptinMonster + Zoho CRM

Manage new OptinMonster leads by creating or updating module entries in Zoho CRM

With this workflow, as soon as there's a new lead in OptinMonster, the relevant information is immediately transferred to Zoho CRM. This convenient process not only saves you from the hassle of manual data entry but also helps your team respond promptly to fresh business opportunities. Streamline your lead management process and bolster your CRM system's efficiency without lifting a finger.

With this workflow, as soon as there's a new lead in OptinMonster, the relevant information is immediately transferred to Zoho CRM. This convenient process not only saves you from the hassle of manual data entry but also helps your team respond promptly to fresh business opportunities. Streamline your lead management process and bolster your CRM system's efficiency without lifting a finger.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

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  • Forms & Surveys

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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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