ConvertAPI + Zoho CRM
Transform and save new or updated Zoho CRM contacts with ConvertAPI
Keep your contact records up-to-date by converting files seamlessly within your CRM. This workflow activates when you add or update a contact in Zoho CRM and quickly converts the file using ConvertAPI. Save time managing documents and focus on nurturing customer relationships with this efficient, automated process.
Keep your contact records up-to-date by converting files seamlessly within your CRM. This workflow activates when you add or update a contact in Zoho CRM and quickly converts the file using ConvertAPI. Save time managing documents and focus on nurturing customer relationships with this efficient, automated process.
- 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!Convert File
Converts a file to the specified format.
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- 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
