Popular Zoho CRM + PulpoChat Workflows
Create PulpoChat contact for new Zoho CRM contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Zoho CRM - PulpoChat integration, anytime a new Zoho CRM contact is created, an PulpoChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send PulpoChat message for new Zoho CRM module
Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a PulpoChat message for every new Zoho CRM module is an essential way to stay on top of your work.
Send PulpoChat message for updated Zoho CRM module
When Module entry is added in Zoho CRM > Check any condition > Send whatsapp video message from PulpoChat
When Module entry is added in Zoho CRM > Check any condition > Send whatsapp documents/audios message from PulpoChat
When Contact is created in Zoho CRM > Check condition > Create new internal contact (chat only) in PulpoChat
When Contact is created in Zoho CRM > Check condition > Create user in PulpoChat
When User is created in Zoho CRM > Check condition > Create new internal contact (chat only) in PulpoChat
When User is created in Zoho CRM > Check condition > Create user in PulpoChat
When Lead is created in Zoho CRM > Check condition > Create new internal contact (chat only) in PulpoChat
When Lead is created in Zoho CRM > Check condition > Create user in PulpoChat
When Module entry is updated in Zoho CRM > Check any condition > Send whatsapp message in PulpoChat
When Module entry is updated in Zoho CRM > Check any condition > Send whatsapp image message in PulpoChat
When Module entry is updated in Zoho CRM > Check any condition > Send whatsapp video message in PulpoChat
When Module entry is updated in Zoho CRM > Check any condition > Send whatsapp documents/audios message in PulpoChat
When Module entry is created/updated in Zoho CRM > Check any condition > Create new internal contact (chat only) in PulpoChat
When Module entry is created/updated in Zoho CRM > Check any condition > Create user in PulpoChat
When Module entry is added in Zoho CRM > Check any condition > Create new internal contact (chat only) in PulpoChat
When Module entry is added in Zoho CRM > Check any condition > Create user in PulpoChat
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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
See Zoho CRM IntegrationsPulpoChat is a tool that helps improve your business interaction on WhatsApp. It enables multi-agent management, simplifies client communications, and delivers robust analytics, thereby improving service efficiency.
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