Create tasks in Bigin by Zoho CRM from new records or workflows in JODOO
Kickstart your customer relationship management by leveraging this workflow. Once it's active, whenever a new record is added in JODOO, a corresponding task will be generated in Bigin by Zoho CRM. This integration ensures that every client interaction is logged and no task slips through the cracks. Also, it streamlines your workload, guaranteeing that every detail is captured and managed effectively within your CRM system.
Kickstart your customer relationship management by leveraging this workflow. Once it's active, whenever a new record is added in JODOO, a corresponding task will be generated in Bigin by Zoho CRM. This integration ensures that every client interaction is logged and no task slips through the cracks. Also, it streamlines your workload, guaranteeing that every detail is captured and managed effectively within your CRM system.
- When this happens...New Record or Workflow
Triggers when a new record or workflow is created.
- automatically do this!Create Task
Creates a new task.
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ApplicationRequired
FormRequired
Try ItApplicationRequired
FormRequired
Initiate workflow
Trigger Automation
UsernameRequired
InstanceRequired
TaskRequired
ApplicationRequired
FormRequired
UsernameRequired
Try ItApplicationRequired
FormRequired
RecordRequired
ApplicationRequired
FormRequired
RecordRequired
ApplicationRequired
FormRequired
Data IDRequired