Act! + Zoho CRM
Create new Act! contacts from new Zoho CRM module entries
This workflow starts when a new module entry is made in your Zoho CRM. The result? It adds a contact in your Act! app. Use this automation to save time on manual data entry, and ensure your contacts are always up to date across both tools. Enjoy streamlined communication and boosted productivity.
This workflow starts when a new module entry is made in your Zoho CRM. The result? It adds a contact in your Act! app. Use this automation to save time on manual data entry, and ensure your contacts are always up to date across both tools. Enjoy streamlined communication and boosted productivity.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Add Contact
Creates a new contact.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
