CRM contact enrichment and engagement scoring

The scenario enriches every new contact with data from open sources, checks mentions in news and discussions, scores it and opens a deal for the hot ones.

  • Enriches the contact with data from the web
  • Checks mentions in news and discussions
  • Calculates an engagement score
  • Opens a deal for hot contacts
Zoho CRMWebhookPdlGNews
Set it up for yourselfScriptera

How it works

To connect Zoho CRM and Webhook, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Zoho CRM New Contact Webhook
  2. Then: Get Contact By ID
  3. Then: Prepare Contact Data
  4. Then: PDL Enrichment
  5. Check: IF Social Profiles Found
  6. If yes: Build Social Summary
  7. Then: GNews Mentions
  8. Then: Reddit Mentions
  9. Then: Combine Mentions & Score
  10. Check: IF High Engagement
  11. If yes: Zoho CRM Create Deal
  12. Then: Add Contact and Account Details In Created Deal
  13. Then: Create Note
  14. If yes: Zoho CRM Update Contact

You can launch this Zoho CRM + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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