Zoho CRM integration with Spinify
How to Generate Spinify leads from new or updated 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 "Generate Spinify leads from new or updated 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 Spinify integrations
Spinify actions
Nekton can use any feature that is available in Spinify API.
Using our advanced AI, you can easily create custom automations for Spinify.
Here are some typical actions you can do in your automated workflows.
Create or Update Call
Add a new Call record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
Create or Update Deal
Add a new Deal record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
Create or Update Lead
Add a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
Create or Update Case
Add a new Case record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
Create or Update Email
Add a new Email record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
Create or Update Meeting
Add a new Meeting record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
About Spinify
Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.