An automated workflow using automateio
Connects Zoho CRM + Gmail
Follow-up with new Zoho CRM leads via Gmail
About this workflow template
This automation scenario allows you to connect Zoho CRM and Gmail
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated scripts 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.
Zoho CRM and Gmail can also be integrated using automation tools other than automateio:
Diagram
How it works?
When this trigger fires in Zoho CRM
New Lead in Zoho CRM
Triggers when a new Lead is Created
Then this action happens in Gmail
Send an Email in Gmail
Send an Email from your account
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Follow-up with new Zoho CRM leads via Gmail.
Part I
Configure Applications
First, we need to connect Zoho CRM and Gmail to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Zoho CRM to Automateio.
Give Automateio access to your Zoho CRM account, using Zoho CRM credentials.
Connect Gmail to Automateio.
Give Automateio access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for Zoho CRM
Choose the following trigger: New Lead (Triggers when a new Lead is Created).
Then set up an Action for Gmail
Choose this action: Send an Email (Send an Email from your account).
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 Zoho CRM and Gmail.
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 Follow-up with new Zoho CRM leads via Gmail!
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Create module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connectCreate an object
Creates a new object.
actionbyintegromatAdd tag
Add new tag to existing module entries
actionbyzapierintegratelyFind module entry
Finds an entry in a module
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Apps you need
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.
Automateio
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.
