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 Create and place contacts in ActiveTrail when leads created in Zoho CRM

Whenever a new lead is created in Zoho CRM, Zoho Flow uses decision logic to identify the status of the lead. If the lead is pre-qualified, the flow creates a contact and adds them to a group in ActiveTrail, and also makes a copy of the contact in Zoho Books. On the other hand, if the lead is not pre-qualified, Zoho Flow further checks if an attempt was made to contact the lead, or if the lead was successfully contacted. If either is true, they are automatically added as a contact to a different group in ActiveTrail.

How it works

1. A new lead is created in Zoho CRM. 

2. Zoho Flow executes the following tasks automatically: 

a. Uses decision logic to check if: 

(i) lead status equals 'pre-qualify.'   

If (i) is true, Zoho Flow: 

b. Creates a contact in ActiveTrail. 

c. Adds the contact to a specific group in ActiveTrail. 

d. Creates a contact in Zoho Books.  

If (i) is false, Zoho Flow: 

Uses decision logic to check for the following conditions: 

(ii) lead status is 'attempted to contact'. 

(iii) lead status is 'contacted'.   

if (ii) OR (iii) is true Creates a contact in ActiveTrail. 

Adds the contact to a specific group in ActiveTrail.

Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.

Each time a new contact unsubscribes in ActiveTrail, this flow fetches the corresponding lead in Zoho CRM, adds a note to keep your CRM updated about the cancellation, and sends a channel notification in Zoho Cliq. Let Zoho Flow track and record your customers' interests so you can better engage with them.

How it works

1. A contact unsubscribes in ActiveTrail. 

2. Zoho Flow executes the following tasks automatically: 

a. Fetches the corresponding lead in Zoho CRM.

b. Adds a note for the lead in Zoho CRM.

c. Notifies a specific channel in Zoho Cliq.

Create and segment ActiveTrail contacts from new Zoho Form submissions

Every time a new response is submitted in Zoho Forms, this flow automatically creates a corresponding contact in ActiveTrail, and also adds them to a specific group. That way, your mailing lists can stay up-to-date automatically.

How it works

1. A new response is submitted in Zoho Forms. 

2. Zoho Flow executes the following tasks automatically: 

a. Creates a contact in ActiveTrail. 

b. Adds the contact to a specific group in ActiveTrail.

Add ActiveTrail contact to groups and send SMS when Zoho Creator records are updated

Each time a record is updated in Zoho Creator, this flow fetches the corresponding contact in ActiveTrail, adds them as a contact to a specific group, and notifies them through SMS. That way your email campaigns will always reach the right audience.

How it works

1. A record is updated in Zoho Creator. 

2. Zoho Flow executes the following tasks automatically: 

a. Fetches the corresponding contact in ActiveTrail. 

b. Adds the contact to a specific group in ActiveTrail. 

c. Sends an SMS to the contact via ActiveTrail.