Add or update new Cliengo customers as Zoho CRM leads

First, we need to connect Cliengo and Zoho CRM to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Cliengo to Zapier.

  Give Zapier access to your Cliengo account, using Cliengo credentials.

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  Connect Zoho CRM to Zapier.

  Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Cliengo

  Choose the following trigger: Nuevo Cliente - New Customer (Se activa cuando un cliente es creado - Triggers when a new customer is created.).

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  Then set up an Action for Zoho CRM

  Choose this action: Create/Update Module Entry (Create or update module entries).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Cliengo and Zoho CRM.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add or update new Cliengo customers as Zoho CRM leads!