ConnectWise Manage + Zoho CRM
Create contacts in ConnectWise Manage from new or updated contacts in Zoho CRM
Easily maintain consistency across your CRM and project management systems with this workflow. When you add or update a contact in Zoho CRM, it creates a corresponding contact in ConnectWise Manage. This automation ensures that your contact information stays accurate and up-to-date, saving you time and manual effort while keeping both platforms in sync.
Easily maintain consistency across your CRM and project management systems with this workflow. When you add or update a contact in Zoho CRM, it creates a corresponding contact in ConnectWise Manage. This automation ensures that your contact information stays accurate and up-to-date, saving you time and manual effort while keeping both platforms in sync.
- 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 Contact
Creates a new contact.
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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
