Add notes to Contacts+ for new or updated contacts in Zoho CRM
Keep your Contacts+ notes up-to-date with new or updated contacts from Zoho CRM. This automation saves you time by ensuring that recent changes in Zoho CRM are reflected in Contacts+. Once set up, the workflow will add a note to your Contacts+ whenever a contact is created or updated in Zoho CRM, making sure you always have the latest information at your fingertips.
Keep your Contacts+ notes up-to-date with new or updated contacts from Zoho CRM. This automation saves you time by ensuring that recent changes in Zoho CRM are reflected in Contacts+. Once set up, the workflow will add a note to your Contacts+ whenever a contact is created or updated in Zoho CRM, making sure you always have the latest information at your fingertips.
- 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!Add Note to Contact
Appends a note to a 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