Agile CRM + Zoho CRM
Create tasks in Agile CRM for new contacts in Zoho CRM
Easily manage your contacts across platforms with this streamlined workflow. When a new contact is added in Zoho CRM, a task will be created in Agile CRM for seamless organization. Save time on manual data entry and ensure consistency in your CRM systems with this efficient automation.
Easily manage your contacts across platforms with this streamlined workflow. When a new contact is added in Zoho CRM, a task will be created in Agile CRM for seamless organization. Save time on manual data entry and ensure consistency in your CRM systems with this efficient automation.
- 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 Task
Create a Task for the 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
