Any.do Personal + Zoho CRM
Create tasks in Any.do Personal for new or updated module entries in Zoho CRM
Maintain a well-organized task list with this automation between Zoho CRM and Any.do Personal. Once set up, every time a new or updated module entry is made in Zoho CRM, a corresponding task will be created on Any.do Personal. This workflow effortlessly removes the manual task of creating a reminder for each update, saving you time and ensuring nothing in your CRM is overlooked.
Maintain a well-organized task list with this automation between Zoho CRM and Any.do Personal. Once set up, every time a new or updated module entry is made in Zoho CRM, a corresponding task will be created on Any.do Personal. This workflow effortlessly removes the manual task of creating a reminder for each update, saving you time and ensuring nothing in your CRM is overlooked.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Task
Creates a new task.
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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
