We’ve developed an amazing scenario in Make.com that revolutionizes how we manage deals from ZohoSalesIQ conversations! 
Here’s how it works:
1)Monitor ZohoSalesIQ Conversations 
2)Search for Client in Monday.com using email 
3)If no client is found, create a new client in the Client Board 
4)Retrieve Conversation Details using ZohoSalesIQ’s “Get a Conversation” module 
5)Aggregate Text Messages for comprehensive context 
6)Search the Client Board again using the email
7)Create a Deal in the Deal Board with all client details and requirements! 
This automation ensures client management and deal creation, boosting efficiency and accuracy. 
Let’s transform the way we handle conversations and deals!
If you require additional assistance, please don’t hesitate to reach out to us.
MSquare Support | Book Live Implementation
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