Add new Zoho CRM contacts as participants to matters in Actionstep
Effortlessly keep track of new clients with this seamless integration between Zoho CRM and Actionstep. When a new contact is added in Zoho CRM, they will be immediately added as a participant to a matter in Actionstep. This streamlined workflow saves valuable time and ensures accurate client information across both platforms.
Effortlessly keep track of new clients with this seamless integration between Zoho CRM and Actionstep. When a new contact is added in Zoho CRM, they will be immediately added as a participant to a matter in Actionstep. This streamlined workflow saves valuable time and ensures accurate client information across both platforms.
- When this happens...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.
- automatically do this!Add Participant to Matter
Adds a participant to an action/matter.
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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