Automate Lead Transfer from SynthFlow to Zoho CRM
Budget: $30 – $250 CAD
I'm looking for an experienced professional to set up a connection between SynthFlow, Zapier, and Zoho CRM. The primary goals are:
1. when synthflow sends an SMS is the trigger
2. find in Zoho CRM the SMS number, it will be "lead" module in Zoho CRM
3. covert the ZohCRM lead into an "Account" because they have received SMS
4. Check Zoho forms for completed registration form
5. when form completed set Registration Form Filled=Yes
Attached is Visio workflow
1. when synthflow sends an SMS is the trigger
2. find in Zoho CRM the SMS number, it will be "lead" module in Zoho CRM
3. covert the ZohCRM lead into an "Account" because they have received SMS
4. Check Zoho forms for completed registration form
5. when form completed set Registration Form Filled=Yes
Attached is Visio workflow