AgencyBloc + Zoho CRM
Create AgencyBloc individuals from new or updated Zoho CRM contacts
Keep your contact data updated seamlessly between Zoho CRM and AgencyBloc. With this workflow, every time there's a new or updated contact in Zoho CRM, it will automatically create an individual in AgencyBloc. This way, you can maintain consistency across platforms and focus on building relationships with your contacts.
Keep your contact data updated seamlessly between Zoho CRM and AgencyBloc. With this workflow, every time there's a new or updated contact in Zoho CRM, it will automatically create an individual in AgencyBloc. This way, you can maintain consistency across platforms and focus on building relationships with your contacts.
- When this happens...New 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.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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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
