RocketReach + Zoho CRM
Create or update Zoho CRM module entries when new contacts are added in RocketReach
Streamline your lead management process with this easy-to-implement workflow. Whenever a new contact gets added in RocketReach, the same information is either created or updated as a contact in Zoho CRM. This process quickly ensures that all your customer data stays consistent and reduces the effort of manual entry, leaving no prospective client details unnoticed. A quick, convenient, and efficient solution to keep your contact information up-to-date.
Streamline your lead management process with this easy-to-implement workflow. Whenever a new contact gets added in RocketReach, the same information is either created or updated as a contact in Zoho CRM. This process quickly ensures that all your customer data stays consistent and reduces the effort of manual entry, leaving no prospective client details unnoticed. A quick, convenient, and efficient solution to keep your contact information up-to-date.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Contact
Triggers when a new contact is added.
Try ItKeyword
Name
Title
Employer
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
Name
Title
Current Employer
LinkedIn URL
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 It
