Using Zapier to automate workflows in free version of Zoho CRM



Don’t want to pay for an advanced version of Zoho CRM but still need to integrate with other services and do email workflows? This video shows you how to use Zapier to achieve just that.

If you need help with this or anything else related to Zoho CRM, drop me a line at jeremy.nagel@nuanced.it

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2 thoughts on “Using Zapier to automate workflows in free version of Zoho CRM”

  1. Hi Jeremy, I don't suppose you know how to tag a Lead record in Zoho CRM directly via Zapier? I've set this up but the record is not receiving the tag (all other fields are being updated by Zapier – just not the tag field)

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