Circle + Zoho CRM
Create comments in Circle for new or updated Zoho CRM contacts
Keep your team updated on new or updated contacts in Zoho CRM with this seamless workflow. When a contact is added or modified in Zoho CRM, this automation will create a comment in the Circle app, ensuring your team stays informed and engaged with the latest contact information. Stay organized and maintain better communication without any manual effort.
Keep your team updated on new or updated contacts in Zoho CRM with this seamless workflow. When a contact is added or modified in Zoho CRM, this automation will create a comment in the Circle app, ensuring your team stays informed and engaged with the latest contact information. Stay organized and maintain better communication without any manual effort.
- When this happens...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.
- 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
