Create new ArcSite projects from new module entries in Zoho CRM
Boost your productivity by utilizing this seamless workflow between Zoho CRM and ArcSite. As soon as a new module entry is registered in Zoho CRM, the workflow springs into action, creating a corresponding project in ArcSite. Simplify your work process, reduce manual efforts, and improve efficiency with this automated process, ensuring your project information stays updated across both platforms in real time.
Boost your productivity by utilizing this seamless workflow between Zoho CRM and ArcSite. As soon as a new module entry is registered in Zoho CRM, the workflow springs into action, creating a corresponding project in ArcSite. Simplify your work process, reduce manual efforts, and improve efficiency with this automated process, ensuring your project information stays updated across both platforms in real time.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
- Free forever for core features
- 14 day trial for premium features & apps
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