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ChartMogul + Zoho CRM

Create ChartMogul customers from new or updated Zoho CRM contacts

Effortlessly keep your customer data up-to-date with this seamless workflow between Zoho CRM and ChartMogul. When a new or updated contact is added in Zoho CRM, this automation will instantly create a customer in ChartMogul, ensuring that your records are always accurate and saving you valuable time. Streamline your business processes and focus on what matters most by letting this integration take care of data management for you.

Effortlessly keep your customer data up-to-date with this seamless workflow between Zoho CRM and ChartMogul. When a new or updated contact is added in Zoho CRM, this automation will instantly create a customer in ChartMogul, ensuring that your records are always accurate and saving you valuable time. Streamline your business processes and focus on what matters most by letting this integration take care of data management for you.

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

    TriggerScheduled
  2. automatically do this!
    ChartMogulChartMogul
    Create a Customer

    Create a customer profile in the target data source

    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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