Ytel Platform + Zoho CRM + Formatter by Zapier

Send new ZohoCRM leads to Ytel workflow campaigns

When a new Zoho Lead is created, this Zap automatically adds their details to a Ytel workflow campaign. Keep your outreach on target, without slowing down for duplicate data entry!

When this happens...
New LeadTriggers 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.
TriggerPolling
automatically do this...
NumbersWork with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this!
Send Campaign Using PhoneTriggers the sending of a campaign. When sending a campaign it will either start the campaign immediately or queue it for sending if it is currently outside of timezone protection. This action uses a contact phone number as the communication endpoint. If you already have a contact in our system or store results from adding a contact in your own system, use the Send Campaign using ContactID action.
ActionWrite

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Discover other triggers and actions you can use with Zoho CRM, Formatter by Zapier, and more

New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email Address
- Street Address
- City
- State
- Zip/Post Code
- Country
- Notes
- Opt-In Data
Action
Write
- Campaign ID
  Required
- Contact ID
  Required
- Campaign Variable
Action
Write

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.
Trigger
Polling
Try It
New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Campaign ID
  Required
- Phone Number
  Required
- Campaign Variable
Action
Write
- Phone Number
- Email Address
Action
Search

About Ytel Platform

Ytel gives you an all in one customer engagement platform that allows you to call, text, and track contacts.

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Related categories

Communication

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Related categories

CRM (Customer Relationship Management)

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Documents

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