Content Snare + Zoho CRM
Create clients in Content Snare from new contacts in Zoho CRM
Streamline your client onboarding process by connecting Zoho CRM and Content Snare apps. With this workflow, when a new contact is added to Zoho CRM, a new client will be created in Content Snare. Save time and effort by simplifying the transfer of client data and focus on providing quality services to your contacts.
Streamline your client onboarding process by connecting Zoho CRM and Content Snare apps. With this workflow, when a new contact is added to Zoho CRM, a new client will be created in Content Snare. Save time and effort by simplifying the transfer of client data and focus on providing quality services to 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 Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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
