Zoho CRM integration with Windsor.ai
How to Add new leads from Zoho CRM to Windsor.ai
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 leads from Zoho CRM to Windsor.ai" 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 Windsor.ai integrations
Windsor.ai actions
Nekton can use any feature that is available in Windsor.ai API.
Using our advanced AI, you can easily create custom automations for Windsor.ai.
Here are some typical actions you can do in your automated workflows.
Add CRM Touchpoints
Helps you to add offline touchpoints (sales calls, events, webinars) from your CRM to your customer journeys to understand the whole customer journey
Add CRM Data
If you track lead, opportunity and sales outcome in a CRM you can automatically add the records in Windsor.ai using this Flow
Find CRM Data
This action will help you to find existing CRM data.
Update CRM Data
This action helps you to update existing CRM data
Upload Media Costs
Upload your media cost from any source to Windsor.ai
Find or Upload CRM Data
This action will help you to find existing CRM data.
About Windsor.ai
Windsor.ai helps to integrate Media, Analytics and CRM data.