Integration
Automate with Zoho CRM
Zoho CRM is the hub of your customer data. NVS automates the workflows around it — scoring leads, triggering follow-ups, and syncing data to every tool that needs it.
Use Cases
Every new Zoho lead is scored by GPT-4o against your ICP, then routed: hot leads go to senior reps with a Slack alert, cold leads start a nurture sequence.
Trigger
New Lead
zoho-crm.trigger
Fires on every new lead created in Zoho CRM.
Enrich Lead
clearbit.enrich
Company and contact data enriched with firmographic details.
Score with AI
openai.gpt-4o
GPT-4o returns fit score and one-line rationale.
IF
Score >= 7?
nvs.condition
Separates hot leads from lower-fit prospects.
YES
Output
Assign + Alert
zoho-crm.update
Lead assigned to senior rep. Slack message sent with score and context.
NO
Output
Start Nurture
mailchimp.subscriber
Lead added to low-touch Mailchimp email sequence.
When a Zoho deal moves to Proposal Sent, a tailored AI-written proposal email is sent, the contact is updated, and the rep gets a Slack reminder to follow up in 2 days.
Trigger
Deal Stage Changed
zoho-crm.trigger
Fires when a deal moves to Proposal Sent stage.
Draft Proposal Email
openai.gpt-4o
GPT-4o writes a personalized email based on deal details and contact info.
Send Email
gmail.send
Proposal email sent from the rep's Gmail account.
Output
Slack Follow-up Reminder
slack.message
Rep notified: follow up in 2 days. Reminder scheduled via Slack.
Before creating a new Zoho contact from a webhook, the system checks for an existing email match. Duplicates are merged; new contacts are created and enriched.
Trigger
Webhook Lead
webhook.receive
Inbound lead from form or external source.
Search Existing
zoho-crm.search
Zoho queried for any existing contact with matching email.
IF
Duplicate?
nvs.condition
Checks whether a matching contact already exists.
YES
Output
Merge Record
zoho-crm.update
Existing contact updated with new data. No duplicate created.
NO
Enrich
clearbit.enrich
Firmographic data added from Clearbit.
Output
Create Contact
zoho-crm.contact
New contact created with full enriched profile.