How to ad zoho CRM contact tags automatically with zoho flow?
Hello,
Below is an image of my current flow in zoho flow.
I want to know how to ad tags to the contacts the flow creates. First I will explain how the flow works.
I want to know how to ad tags to the contacts the flow creates. First I will explain how the flow works.
STEP 1: Calendly send info to my zoho CRM and creates a contact every time I get a calendar booking.
STEP 2: Create Create or update contact
STEP 3: Fetch the same contact information
STEP 4: Create a deal (that automatically places it in the proper place on my sales pipeline)
STEP 5: Take the same contact and add it to my zoho campaigns as a contact (which I will have to trigger an email chain/workflow in zoho campaigns.)
My questions is: How do I add tags (Calendlybooking) to the zoho crm contact that will be transferred over to zoho campaigns when the new contact is created in zoho campaigns?
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Brett
yvonne
Arvind R V
Frank
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー