Create or update prospect

Creates or updates a prospect based on email

Create or update prospect in campaign

Creates or updates a prospect in the selected campaign

Stop follow-ups

Stops follow-ups planned for the selected prospect

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Raise signal

Raises a signal to Zoho CRM

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Create module entry

Creates a new module entry

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Send email template

Sends an email to the specified users

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add user

Adds a new user

Add note

Adds a note to the selected module

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID