Circle + Zoho CRM
Invite members to Circle when new or updated contacts are detected in Zoho CRM
Effortlessly add new or updated contacts from Zoho CRM to your Circle community with this seamless automation. Once set up, whenever a contact is created or updated in Zoho CRM, they will be invited to join your Circle community, making it simple to keep your network engaged and up-to-date. Save time and strengthen your community connections with this streamlined workflow.
Effortlessly add new or updated contacts from Zoho CRM to your Circle community with this seamless automation. Once set up, whenever a contact is created or updated in Zoho CRM, they will be invited to join your Circle community, making it simple to keep your network engaged and up-to-date. Save time and strengthen your community connections with this streamlined workflow.
- 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!Invite Member
Invite a member to your community.
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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
