Billage + Zoho CRM
Create new Billage accounts from Zoho CRM contacts
Effortlessly manage your contacts and accounts with this streamlined automation between Zoho CRM and Billage. When a new contact is added to Zoho CRM, this workflow will instantly create an account for them in Billage, ensuring your client information is consistently updated in both systems. Spend less time on manual data entry and focus on building stronger connections with your clients.
Effortlessly manage your contacts and accounts with this streamlined automation between Zoho CRM and Billage. When a new contact is added to Zoho CRM, this workflow will instantly create an account for them in Billage, ensuring your client information is consistently updated in both systems. Spend less time on manual data entry and focus on building stronger connections with your clients.
- When this happens...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.
- automatically do this!Create Account
Creates a new account.
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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