Create integrations between Centerpoint Connect and Zoho CRM to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Opportunity Created or Updated
Triggers when an opportunity is updated or created.
Try It - Service Ticket Created or Updated
Triggers when a service ticket is updated or created.
Try It - Production IDRequired
- Stage NameRequired
- Force Update
- 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 It
- Production Ticket Created or Updated
Triggers when a production ticket is updated or created.
Try It - Company NameRequired
- Company Address
- Company City
- Company State
- Company Zip Code
- Company County
- Company Timezone
- Company Account Manager
- Billing Instructions
- Property NameRequired
- Property Address
- Property City
- Property State
- Property Zip Code
- Contact NameRequired
- Contact Position
- Contact Email
- Contact Mobile
- Contact Office Phone/Ext
- Lead TypeRequired
- Opportunity Manager
- ProductRequired
- Price
- Forecasted
- Notes
- 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 It - ModuleRequired
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