Connect Zoho CRM to GeoDirectory
This integration allows you to:-- Automatically add new listing submissions to Zoho CRM.
- Automatically update the data in Zoho CRM whenever the listing is updated.
- Tag or untag subscribers depending on the listing statuses and memberships.
Below are some of the automation rules you can set up:-
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is created or updated
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing is created or updated
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is created or updated
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is published
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing is published
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is published
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is downgraded
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing is downgraded
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing is downgraded
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing expires
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a geodirectory listing expires
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a geodirectory listing expires
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain user creates or updates a listing
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a certain user creates or updates a listing
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a certain user creates or updates a listing
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing status is changes
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a listing status is changes
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing status is changes
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when listings are created or updated within a specific time frame
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when listings are created or updated within a specific time frame
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when listings are created or updated within a specific time frame
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given country
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a listing is created or updated in a given country
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given country
Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given region
Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a listing is created or updated in a given region
Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a listing is created or updated in a given region
To get started:-
You can start using this integration in 3 simple steps:-
1. Install Noptin
To install Noptin:-
- Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
- Search for “Noptin” in the search box then click on the install button next to the first result.
- After WordPress installs Noptin, click on the Activate button to activate the plugin.
2. Connect Zoho CRM
To connect Zoho CRM:-
- First, download the Zoho CRM addon from your account.
- Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
- Upload the Zoho CRM addon you downloaded in the first step then click on the Install Now button.
- Wait for WordPress to install the plugin then click on the Activate plugin button.
- WordPress will install the Zoho CRM addon and then redirect you to a settings page where you can connect Noptin to Zoho CRM.
- Finally, map the Noptin custom fields to Zoho CRM custom fields.
3. Connect GeoDirectory
You can connect to GeoDirectory via automation rules.
To do this:-
First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the “Add New” button to create a new automation rule.
Next, set the trigger to “GeoDirectory > Save Listing” (or whatever your post type is) then select the appropriate action.
Finally, set any relevant conditional logic and save the automation rule after you’re done.
NOTE: This automation rule will fire for the trigger subject that you define when editing the listing. This could be a static email address, the email address of the listing owner, or an email address from a custom field.
You can also connect Zoho CRM to your favourite WordPress plugins and forms at no extra cost to you.
Click on any integration to learn more.
Ready?
No code? No problem. Automate your email marketing now.
Noptin is active on more than 10,000 websites. Is yours next?