Create integrations between Zoho CRM and Way We Do
Update a lead in Zoho CRM when New Comment in Way We Do
Create a Note in Zoho-crm when New Comment in Way We Do
Create a lead in Zoho-crm when New Comment in Way We Do
Search Lead in Zoho CRM when New Comment in Way We Do
Update Note in Lead in Zoho-crm when New Comment in Way We Do
Update a lead in Zoho CRM when Checklist Started in Way-we-do
Create a Note in Zoho-crm when Checklist Started in Way-we-do
Create a lead in Zoho-crm when Checklist Started in Way-we-do
Search Lead in Zoho CRM when Checklist Started in Way-we-do
Update Note in Lead in Zoho-crm when Checklist Started in Way-we-do
Actions and Triggers
When this happensTriggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
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Frequently Asked Questions
About Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Learn MoreAbout Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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