Cash Flow Portal + Zoho CRM
Create or update Zoho CRM module entries from new or updated Cash Flow Portal contacts
Streamline your contact management process between Cash Flow Portal and Zoho CRM with this efficient workflow. Whenever you create or update a contact in Cash Flow Portal, it will seamlessly create or update a module entry in Zoho CRM, ensuring that your records stay consistently updated across both platforms. Save time and reduce manual errors by automating this essential task in your sales and customer management process.
Streamline your contact management process between Cash Flow Portal and Zoho CRM with this efficient workflow. Whenever you create or update a contact in Cash Flow Portal, it will seamlessly create or update a module entry in Zoho CRM, ensuring that your records stay consistently updated across both platforms. Save time and reduce manual errors by automating this essential task in your sales and customer management process.
- When this happens...Create or Update Contact
Triggers when a contact is recently created or updated.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Company portal
Try ItCompany portal
Try ItCompany portal
Try ItCompany portal
Contact ID
Email address
Meeting titleRequired
Start timeRequired
DurationRequired
Outcome
Company members
Note
Company portal
Try ItCompany portal
Try ItCompany portal
Try ItContact ID
Email address
Company portal
First name
Last name
Add tags
Remove tags
Note
Secondary email address
Phone number
Accreditation status
Show offerings
Marketing subscription
SMS consent
Street address line 1
Street address line 2
City
State/Province
Zip/Postal code
Country
UTM source
UTM medium
UTM campaign
UTM term
UTM content
UTM captured at
