Zoho CRM integration with Dialfire
How to Create new contacts in Dialfire from new leads in Zoho CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new contacts in Dialfire from new leads in Zoho CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Dialfire integrations
Dialfire actions
Nekton can use any feature that is available in Dialfire API.
Using our advanced AI, you can easily create custom automations for Dialfire.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Creates or updates a contact in the specified Call Task.
New Contact
Triggers when a contact enters the Nekton Webhook in Dialfire.
About Dialfire
Dialfire is a complete solution for contact centres that includes dialing, campaign management, controlling and statistics.