Zoho CRM integration with hauzd
How to Update Hauzd unit properties with updated Zoho CRM module entries
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 "Update Hauzd unit properties with updated Zoho CRM module entries" 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 hauzd integrations
Set up this integration to automatically add a new lead in hauzd to a specified module in your Zoho CRM account. This Flow lets you manage your lead details without ha...
hauzd actions
Nekton can use any feature that is available in hauzd API.
Using our advanced AI, you can easily create custom automations for hauzd.
Here are some typical actions you can do in your automated workflows.
Update Unit Properties
Send project fields to update certain unit on a hauzd project
Get Leads From Hauzd
Returns a JSON of leads. Each lead have their answers object where all the key:values are inside (because each Lead Form in hauzd can have different number of inputs over time with custom names)
About hauzd
Hauzd is a 3D Sales Solution for Real Estate Developers & Brokers.