Circle + Zoho CRM
Add comments in Circle for new contacts in Zoho CRM
Effortlessly keep your team informed about new contacts in Zoho CRM using this seamless workflow. As new contacts are added to your Zoho CRM, this automation creates a comment in Circle, fostering efficient communication and collaboration among team members. Enjoy enhanced team capabilities and better organization with this easy-to-use process.
Effortlessly keep your team informed about new contacts in Zoho CRM using this seamless workflow. As new contacts are added to your Zoho CRM, this automation creates a comment in Circle, fostering efficient communication and collaboration among team members. Enjoy enhanced team capabilities and better organization with this easy-to-use process.
- When this happens...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.
- automatically do this!Create Comment
Create a new comment.
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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
