Create communications in Cloze for new contacts in Zoho CRM
Easily keep track of all your interactions with new contacts in Zoho CRM by setting up this streamlined workflow. With this automation, each time you add a new contact in Zoho CRM, a communication will be created in Cloze, ensuring that information is consistently organized and updated across both platforms. Stay organized and never miss a beat in connecting with your contacts.
Easily keep track of all your interactions with new contacts in Zoho CRM by setting up this streamlined workflow. With this automation, each time you add a new contact in Zoho CRM, a communication will be created in Cloze, ensuring that information is consistently organized and updated across both platforms. Stay organized and never miss a beat in connecting with your contacts.
- 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 Communication
Create a new communication record (email or call).
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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