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Connect leadfeeder, RocketReach and zoho CRM

  • 30 July 2020
  • 1 reply
  • 45 views

Hello every body,

I have a trial account in Leadfeeder, RocketReach and Zapier

 

The company has trying 3 tools for automatic zapings.

 

When  I receive a new lead in leadfeeder this send Lead to Zoho CRM    OK (AUTO)

When quality of lead is low (MANUALY) I go to RocketReach to search Persons related with Leadfeeder LEAD found it.

If I found persons then I COPY AND PASTE the contacts to LeadFedd and ZOHO CRM   (MANUAL)

 

Is posible do this automaticly?

LeadFeed > New Lead

RocketReach > Search people related

People FOUND > Save People to LeadFeed and Zoho CRM

 

Thanks

 

 

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Best answer by Liz_Roberts 31 July 2020, 16:57

Hi @etecnic ,

Thanks for reaching out!

I am not sure this flow would work as you can:

  1. Create Trigger in LeadFeed “New Lead
  2. Create Action in RocketReach “Find Person
  3. Set a Filter that if a person is found then “Update Entry” in Zoho but unfortunately there is not an Action in LeadFeed for saving/updating a contact

That said, you may be able to remove some of your current manual work, but it doesn’t appear possible to remove all of it at the moment! Let us know if you have any further questions!

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Hi @etecnic ,

Thanks for reaching out!

I am not sure this flow would work as you can:

  1. Create Trigger in LeadFeed “New Lead
  2. Create Action in RocketReach “Find Person
  3. Set a Filter that if a person is found then “Update Entry” in Zoho but unfortunately there is not an Action in LeadFeed for saving/updating a contact

That said, you may be able to remove some of your current manual work, but it doesn’t appear possible to remove all of it at the moment! Let us know if you have any further questions!