Create new clients in Clockify for each new module entry in Zoho CRM
Simplify your client management process with this efficient workflow. Whenever a new module entry is made in Zoho CRM, it will correspondingly create a new client in the Clockify app. This saves you time on manual input and helps maintain up-to-date client records in both platforms seamlessly.
Simplify your client management process with this efficient workflow. Whenever a new module entry is made in Zoho CRM, it will correspondingly create a new client in the Clockify app. This saves you time on manual input and helps maintain up-to-date client records in both platforms seamlessly.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Client
Creates a client on a specified workspace.
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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