Use Cases
- Automatically assign leads from web forms to sales representatives
- Integrate web form submissions with Zoho CRM for streamlined lead management
- Reduce manual data entry and errors in lead assignment processes
How It Works
Webhook trigger captures incoming lead data from the web form Fetches additional data from the web form using an HTTP request Sends the fetched lead data to Zoho CRM for assignment to sales personnel
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to match your web form settings
- 3Set up the Zoho CRM API credentials for authentication
- 4Test the workflow to ensure data is correctly sent to Zoho CRM
Apps Used
Zoho CRM
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications