Zoho CRM allows you to build and manage sales funnels.
The Zoho integration is a native 1-way integration. You can choose to create a new lead, contact, or deal in Zoho based on events happening in Prospect.io.
You can connect your Zoho CRM account from Settings > Integrations.
Once the app is connected, you can create a new workflow for the Zoho integration, or add the Zoho step to any existing workflow in your account.
Navigate to the Workflows page and create a new Workflow or open an existing one.
For a new workflow, configure the Enrollment Strategy:
- Set the triggers to choose how and when you want to create a new lead or contact.
- Set filters to select whether the workflow should be applied to all prospects or to some specific prospects only.
Find more details on how to add prospects to the workflow.
Add a Zoho step and choose whether you want to create a Lead, a Contact, or a Deal.
If the lead/contact/deal is already present in your Zoho account, we won't do anything.