Angaza + Zoho CRM
Create Zoho CRM module entries from new Angaza accounts
Streamline your customer relationship management with this workflow. Whenever a new account is created in Angaza, a corresponding module entry is immediately generated in Zoho CRM. This integration not only saves precious time but also ensures accuracy and consistency in data across platforms. Boost your productivity by eliminating the need to manually input data between Angaza and Zoho CRM.
Streamline your customer relationship management with this workflow. Whenever a new account is created in Angaza, a corresponding module entry is immediately generated in Zoho CRM. This integration not only saves precious time but also ensures accuracy and consistency in data across platforms. Boost your productivity by eliminating the need to manually input data between Angaza and Zoho CRM.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Account
Triggers when a new account is created.
Try ItPricing GroupRequired
Number of days overdueRequired
Try ItUpdated Prospect Status
Triggers when a prospect has a new status.
Try ItResponsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
New Prospect
Triggers when a new prospect is created.
Try ItAccount Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItUnit NumberRequired
Responsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
Cash Collected
Account NumberRequired
Assign ToRequired
Due Date
PriorityRequired
Instructions
