Agile CRM + Zoho CRM
Create or update Agile CRM contacts from new Zoho CRM contacts
Effortlessly maintain up-to-date contact information across your CRM platforms with this automation. When a new contact is added to Zoho CRM, this workflow will instantly create or update the contact in Agile CRM. Consolidate your contacts and ensure you always have the latest information at your fingertips, streamlining your customer management process.
Effortlessly maintain up-to-date contact information across your CRM platforms with this automation. When a new contact is added to Zoho CRM, this workflow will instantly create or update the contact in Agile CRM. Consolidate your contacts and ensure you always have the latest information at your fingertips, streamlining your customer management process.
- 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!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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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
