Zoho CRM + SegMate Integration

Connect Zoho CRM to SegMate in 1 click

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Popular Zoho CRM + SegMate Workflows

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SegMate + Zoho CRM Integration

Create Zoho CRM module for new SegMate response

When you receive a new SegMate response, automatically a module is created for you with the responses from SegMate in Zoho CRM. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Zoho CRM with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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SegMate + Zoho CRM Integration

Create Zoho CRM contact for new SegMate response

When someone completes your SegMate, a new contact is automatically created in your Zoho CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SegMate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a SegMate - Zoho CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Zoho CRM + SegMate Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • SegMate
    Input received in chatbot in SegMate Instant
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
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