Create or update contacts in Bigin by Zoho CRM when new clients are added in OrbisX
Streamline your client management process with this OrbisX and Bigin by Zoho CRM workflow. Each time a new client is added in OrbisX, a contact is either created or updated in your Bigin by Zoho CRM, keeping all your records consistently up-to-date. This automation process ensures efficient client data handling, leaving you more time to focus on client engagement and growth strategies.
Streamline your client management process with this OrbisX and Bigin by Zoho CRM workflow. Each time a new client is added in OrbisX, a contact is either created or updated in your Bigin by Zoho CRM, keeping all your records consistently up-to-date. This automation process ensures efficient client data handling, leaving you more time to focus on client engagement and growth strategies.
- When this happens...New Clients Hook
Triggers when a new client is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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