How can I filter for only specific visitor categories?

DryMerge allows you to filter visitors based on designated categories in Envoy. Define the categories, and DryMerge will manage the rest.

Can I only add visitors from a specific company?

Yes, you can specify company names, and DryMerge will filter visitors from those specified companies.

Can this work if Zoho CRM is temporarily inaccessible?

Ensure Zoho CRM is functional when using this automation, as data syncing requires constant access to Zoho CRM's service.

Which people use this automation? What do they use it for?

This automation benefits office administrators and front desk staff who need to track visitor details and streamline their follow-up processes.

Envoy + Zoho CRM

Add Visitor Details from Envoy to Zoho CRM

Ensure no visitor is overlooked by flagging each sign-in at your office and adding their details to Zoho CRM. This helps streamline follow-up processes and maintain a comprehensive visitor record.

Visitor Signed In

Triggers when a visitor signs in through Envoy.

Add to CRM

Add the visitor's details to Zoho CRM.

See more Envoy to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Add VIP Visitor Details from Envoy to Zoho CRM

Envoy + Zoho CRM

Add Event Attendee Details from Envoy to Zoho CRM

Envoy + Zoho CRM

Add Trade Show Leads from Envoy to Zoho CRM

Envoy + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add visitor details from Envoy to Zoho CRM"

Add visitor details from Envoy to Zoho CRM

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Envoy + Zoho CRM.

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

Create Zoho CRM Contact

Creates a new contact in Zoho CRM

Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

Get Zoho CRM Contact

Retrieves details of a specific contact from Zoho CRM

Create Zoho CRM Account

Creates a new account in Zoho CRM

Update Zoho CRM Account

Updates an existing account in Zoho CRM

Get Zoho CRM Account

Retrieves details of a specific account from Zoho CRM

App details

Envoy

Envoy is a visitor management system for modern workplaces. Streamline visitor sign-in, deliveries, and employee scheduling to create a seamless and secure workplace experience.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

Slack

Team Chat

Google Calendar

Calendar Events

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

Start automating today.

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