Create Birdeye customers from new or updated Zoho CRM module entries
Use this workflow to streamline your customer information management. Whenever there's a new or updated module entry in your Zoho CRM, your Birdeye app will create a new customer record. This integration not only keeps your customer info up-to-date but also saves you from manual entry, enhancing efficiency and accuracy. Enjoy proper customer data alignment and spend time where it matters the most.
Use this workflow to streamline your customer information management. Whenever there's a new or updated module entry in your Zoho CRM, your Birdeye app will create a new customer record. This integration not only keeps your customer info up-to-date but also saves you from manual entry, enhancing efficiency and accuracy. Enjoy proper customer data alignment and spend time where it matters the most.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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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