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ChartMogul + Zoho CRM

Add custom attributes to ChartMogul customers when new contacts are created in Zoho CRM

Effortlessly keep your customer data up-to-date with this Zoho CRM to ChartMogul workflow. Whenever a new contact is added in Zoho CRM, this automation ensures their information is updated in ChartMogul by appending custom attributes to their profile using External ID. Speed up your CRM tasks and maintain consistent customer information across both platforms.

Effortlessly keep your customer data up-to-date with this Zoho CRM to ChartMogul workflow. Whenever a new contact is added in Zoho CRM, this automation ensures their information is updated in ChartMogul by appending custom attributes to their profile using External ID. Speed up your CRM tasks and maintain consistent customer information across both platforms.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    ChartMogulChartMogul
    Add a Custom Attribute to a Customer via External ID

    Adds a custom attribute to the customer in ChartMogul that have the given external ID

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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