Atlas AI Revenue Engine + Zoho CRM
Update Zoho CRM module entries whenever calls are completed in Atlas AI Revenue Engine
Streamline your client interactions and enhance productivity with this workflow. When a call is finished in the Atlas AI Revenue Engine, it triggers an update or creation of a module entry in your Zoho CRM. This automatic process ensures real-time client information is available at your fingertips, facilitating a more efficient and personalized customer service experience.
Streamline your client interactions and enhance productivity with this workflow. When a call is finished in the Atlas AI Revenue Engine, it triggers an update or creation of a module entry in your Zoho CRM. This automatic process ensures real-time client information is available at your fingertips, facilitating a more efficient and personalized customer service experience.
- When this happens...Call Completed
Triggers when a call is completed in the selected campaign.
- automatically do this!Create/Update Module Entry
Create or update module entries
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CampaignRequired
Try ItCampaignRequired
Phone NumberRequired
Customer First NameRequired
Customer Last Name
Dynamic information about the customer
Scheduled Date
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
CampaignRequired
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
