Attio + Zoho CRM
Find or create Attio companies from new or updated module entries in Zoho CRM
Keep your customer information up-to-date effortlessly. With this automation, whenever you have a new or updated module entry in Zoho CRM, it will generate or update the corresponding company details in Attio. This way, you ensure your customer details are always current across different platforms, saving valuable time and reducing manual data input errors.
Keep your customer information up-to-date effortlessly. With this automation, whenever you have a new or updated module entry in Zoho CRM, it will generate or update the corresponding company details in Attio. This way, you ensure your customer details are always current across different platforms, saving valuable time and reducing manual data input errors.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Find or Create Company
Please use the new "Create or Update Record" action instead.
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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
