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Zoho CRM + Raisely Integration

Zoho CRM + Raisely Integration

Connect Zoho CRM to Raisely in 1 click

Popular Zoho CRM + Raisely Workflows

Zoho CRM + Raisely Integration

Create Raisely person for new Zoho CRM module

Are you tired of manually creating Raisely person for every new Zoho CRM module? Well, there's a better way! With our new automation, you can automatically create Raisely person for new Zoho CRM modules.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Raisely {{action.Contact} creation!
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Zoho CRM + Raisely Integration

Create Raisely person for new Zoho CRM contact

If you're using Zoho CRM to manage your sales leads, it's important to also use Raisely to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Zoho CRM, a corresponding person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Raisely + Zoho CRM Integration

Create Zoho CRM contact for new Raisely person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new {{action.Marketing}} contact and Raisely person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Raisely + Zoho CRM Integration

Create Zoho CRM module for new Raisely person

When a new person is created in your Raisely software, automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Zoho CRM + Raisely Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in Zoho CRM
    Contact is created in Zoho CRM
  • Contact is updated in Zoho CRM
    Contact is updated in Zoho CRM
  • Module entry is created/updated in Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Module entry is updated in Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Module entry is added in Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Lead is created in Zoho CRM
    Lead is created in Zoho CRM
  • Lead is updated in Zoho CRM
    Lead is updated in Zoho CRM
  • User is created in Zoho CRM
    User is created in Zoho CRM
  • New campaign is created in Raisely
    New campaign is created in Raisely
  • Donation is created in Raisely
    Donation is created in Raisely Instant
  • New interactions is created in Raisely
    New interactions is created in Raisely
  • Profile is created in Raisely
    Profile is created in Raisely Instant
  • Person is created in Raisely
    Person is created in Raisely Instant
  • Create module entry in Zoho CRM
    Create module entry in Zoho CRM
  • Create or Update Module Entry in Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Update module entry in Zoho CRM
    Update module entry in Zoho CRM
  • Search module entry in Zoho CRM
    Search module entry in Zoho CRM
  • Create or Update Contact in Zoho CRM
    Create or Update Contact in Zoho CRM
  • Search contact in Zoho CRM
    Search contact in Zoho CRM
  • Convert lead in Zoho CRM
    Convert lead in Zoho CRM
  • Search lead in Zoho CRM
    Search lead in Zoho CRM
  • Add tag in Zoho CRM
    Add tag in Zoho CRM
  • Create person in Raisely
    Create person in Raisely
  • Search person in Raisely
    Search person in Raisely
  • Update person in Raisely
    Update person in Raisely
  • Add a tag in Raisely
    Add a tag in Raisely
  • Create offline donation in Raisely
    Create offline donation in Raisely
  • Add an interaction in Raisely
    Add an interaction in Raisely
  • Search tag in Raisely
    Search tag in Raisely

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Zoho CRM + Raisely Integration
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