Zoho CRM integration with Ytel Platform
How to Send new ZohoCRM leads to Ytel workflow campaigns
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 "Send new ZohoCRM leads to Ytel workflow campaigns" 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 Ytel Platform integrations
Ytel Platform actions
Nekton can use any feature that is available in Ytel Platform API.
Using our advanced AI, you can easily create custom automations for Ytel Platform.
Here are some typical actions you can do in your automated workflows.
Carrier Lookup
Oftentimes the carrier a person uses determines how you want to market to them. Carrier Lookup will return information about the carrier including the carrier name, location, and whether it is a mobile number or not.
Send Campaign Using Phone
Search Contacts
Allows searching for contacts by email or phone number. When doing a search, all records that match all of the criteria will be returned.
Create a Contact
Create a contact on the Ytel Platform with some of the basic information needed for communications. You may then use the returned ContactID to send an SMS, Make a Call, or store back into your trigger application for future use.
Send Campaign Using ContactID
About Ytel Platform
Ytel gives you an all in one customer engagement platform that allows you to call, text, and track contacts.