An automated workflow using zapier
Connects Greetly + Zoho CRM
Generate leads in Zoho CRM when visitors check in with Greetly
About this workflow template
This automation scenario allows you to connect Greetly and Zoho CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Greetly
New Check In in Greetly
Triggers when there is a new check in.
Then this action happens in Zoho CRM
Create/Update Module Entry in Zoho CRM
Create or update module entries
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Generate leads in Zoho CRM when visitors check in with Greetly.
Part I
Configure Applications
First, we need to connect Greetly and Zoho CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Greetly to Zapier.
Give Zapier access to your Greetly account, using Greetly credentials.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Greetly
Choose the following trigger: New Check In (Triggers when there is a new check in.).
Then set up an Action for Zoho CRM
Choose this action: Create/Update Module Entry (Create or update module entries).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Greetly and Zoho CRM.
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 Generate leads in Zoho CRM when visitors check in with Greetly!
Supported triggers and actions
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.
triggerbyzapierautomateioNew 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.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew 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.
triggerbyzapier
Create user
Creates a new user.
actionbyzapierDeactivate user
Deactivates a user.
actionbyzapierUpdate user
Updates a user.
actionbyzapierCreate visitor log
Creates a record in the visitor log.
actionbyzapierVisitor preregistration
Preregister a visitor before they visit.
actionbyzapierNew check in
Triggers when there is a new check in.
triggerbyzapier
Apps you need
Greetly is the leading visitor management and check-in software for enterprise and SMB customers. Greetly provides instant notifications, photos, eSignatures, badges, & more.
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
