Create Cloze timeline events for new or updated Zoho CRM contacts
Stay up-to-date with your Zoho CRM contacts and strengthen your relationships by adding them to your Cloze timeline. This workflow, initiated when a new or updated contact occurs in the Zoho CRM app, creates a timeline event in the Cloze app. Effortlessly maintain an organized history of your interactions and ensure you always have the latest information on your clients.
Stay up-to-date with your Zoho CRM contacts and strengthen your relationships by adding them to your Cloze timeline. This workflow, initiated when a new or updated contact occurs in the Zoho CRM app, creates a timeline event in the Cloze app. Effortlessly maintain an organized history of your interactions and ensure you always have the latest information on your clients.
- 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 Timeline Event
Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".
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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