Update Autotask companies when new or updated Zoho CRM contacts are detected
Keep your sales CRM and project management tools seamlessly aligned with this efficient workflow. When a new or updated contact is detected in Zoho CRM, this automation promptly updates the corresponding company in Autotask. Save time and ensure accurate information sharing across your business systems with this useful integration.
Keep your sales CRM and project management tools seamlessly aligned with this efficient workflow. When a new or updated contact is detected in Zoho CRM, this automation promptly updates the corresponding company in Autotask. Save time and ensure accurate information sharing across your business systems with this useful integration.
- When this happens...New 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.
- automatically do this!Update Company
Update a company.
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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