Zoho CRM integration with Saay
How to Add new Zoho CRM leads as Saay contacts
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 "Add new Zoho CRM leads as Saay contacts" 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 Saay integrations
Saay actions
Nekton can use any feature that is available in Saay API.
Using our advanced AI, you can easily create custom automations for Saay.
Here are some typical actions you can do in your automated workflows.
Add Contact
adds a contact number to a specified list.
Remove Contact
Removes an existing contact from a specific list.
Add DNC Entry
This will add an entry to your account's Do Not Contact List.
About Saay
Saay is a powerful text messaging marketing tool for businesses to communicate and engage with their customers with two-way & bulk texting.