Greetly
Zoho CRM
zapier

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.

Diagram

Generate leads in Zoho CRM when visitors check in with Greetly
Workflow diagram: Greetly + Zoho CRM integration

How it works?

When this trigger fires in Greetly

Greetly

New Check In in Greetly

Triggers when there is a new check in.

Then this action happens in Zoho CRM

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.

    Create Zapier account if you don't have one.

  • Connect Greetly to Zapier.

    Connect Greetly to Zapier.

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

  • Connect Zoho CRM to Zapier.

    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

    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

    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

    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 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

  • Zoho CRM

    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New module entry

    Triggers instantaneously when any entry is created in the specified module.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Watch objects

    Triggers when a new object is created or updated.

    integromat
    triggerbyintegromat
  • Zoho CRM

    New/updated module entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    zapier
    triggerbyzapier
  • Zoho CRM

    New 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.

    zapier
    triggerbyzapier
  • Greetly

    Create user

    Creates a new user.

    zapier
    actionbyzapier
  • Greetly

    Deactivate user

    Deactivates a user.

    zapier
    actionbyzapier
  • Greetly

    Update user

    Updates a user.

    zapier
    actionbyzapier
  • Greetly

    Create visitor log

    Creates a record in the visitor log.

    zapier
    actionbyzapier
  • Greetly

    Visitor preregistration

    Preregister a visitor before they visit.

    zapier
    actionbyzapier
  • Greetly

    New check in

    Triggers when there is a new check in.

    zapier
    triggerbyzapier

Apps you need

Greetly

Greetly

Forms & Surveys

Office visitor management system, log book, badges & support

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

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

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

Zapier

Automation Platforms

No-code automation service

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.