CompanyCam + Zoho CRM
Add CompanyCam projects for new Zoho CRM leads
When a new lead is created in Zoho CRM, a corresponding project will be created in CompanyCam automatically. Without this template, a project has to be created manually. This template eliminates double entry, creates consistent data, and saves time by cutting out an extra step.
When a new lead is created in Zoho CRM, a corresponding project will be created in CompanyCam automatically. Without this template, a project has to be created manually. This template eliminates double entry, creates consistent data, and saves time by cutting out an extra step.
- When this happens...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.
- automatically do this!Add Project
Creates a new project in your account.
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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
