The moment it happens

Add landing page leads to Zoho CRM and ping Slack

Every lead from your landing page is checked, created in Zoho CRM, and announced in Slack so someone picks it up straight away.

Runs: The moment it happens
Apps: Slack, Zoho CRM
AI: Not needed
Access: ZohoCRM.modules.leads.CREATE; chat:write

Send this to your assistant

Create a ClickRuntime automation: when someone fills in my landing page form, check the email looks real, create a lead in Zoho CRM, and post the lead in #sales.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A startup runs paid ads to a landing page with a demo request form. Submissions go to a shared inbox, someone copies them into Zoho CRM when they can, and leads that arrive on a Friday afternoon often aren't touched until Tuesday.

Each form submission now becomes a Zoho lead within seconds, with junk filtered out first. A message in #sales shows who it is and where they came from, so the first person free can reply while the lead is still on the page.

What you get out of it

Leads reach sales in seconds
The faster a demo request is answered, the more likely it turns into a meeting.
No copy-paste into the CRM
Every lead is created in Zoho with the same fields, filled in the same way.
Junk stays out
Obviously fake emails and test submissions are dropped before they clutter the CRM.
Source tracking
The page and ad campaign are saved on the lead, so you can see which ads bring real buyers.

How it works

What happens, step by step

Someone submits your landing page form, which sends the details to ClickRuntime.
It checks the email looks real and drops obvious test or junk entries.
A lead is created in Zoho CRM with the name, company and where they came from.
A message in #sales announces the lead so someone can follow up straight away.

Before it runs live

Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Connect Zoho CRM
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Add landing page leads to Zoho CRM and ping Slackjust nowSucceeded

Slack · #sales👋 New lead: Morgan at Northwind Foods, from the spring-demo campaign.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Google Sheets
Combine it with other Slack and Zoho CRM steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

landing_page_leads_into_zoho_crm_with_a_slack_ping.pyexample

import re
from clickruntime import on_event, credentials, http, notify

ZOHO = "https://www.zohoapis.com/crm/v6"

@on_event
def handle(event):
    f = event.json or {}
    email = (f.get("email") or "").strip().lower()
    if not re.fullmatch(r"[^@\s]+@[^@\s]+\.[a-z]{2,}", email) or email.endswith("@example.com"):
        return {"skipped": "invalid email"}
    zh = {"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}"}
    lead = http.post(f"{ZOHO}/Leads", headers=zh, json={"data": [{
        "Last_Name": f.get("name") or email, "Email": email, "Company": f.get("company") or "Unknown",
        "Phone": f.get("phone"), "Lead_Source": f"Landing page: {f.get('utm_campaign', 'direct')}"}]}).json()
    notify.slack(f":wave: New lead: {f.get('name')} at {f.get('company')} ({email}), from {f.get('utm_campaign', 'direct')}",
                 channel="#sales")
    return {"lead": lead["data"][0]["details"]["id"]}

FAQ

Common questions

What counts as an invalid submission?

Missing or malformed email addresses and obvious test entries. Everything else is created as a lead.

Which Zoho fields are filled in?

Name, email, company, phone and lead source, plus any campaign details your form passes along.

Can it assign an owner?

Yes. Name a default owner in the prompt, or rotate between reps.

What permissions does it need?

ZohoCRM.modules.leads.CREATE; chat:write. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

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