Convo + Zoho CRM
Create Convo posts for new or updated Zoho CRM contacts
Keep your team updated on new or modified contacts in your Zoho CRM by creating a post in the Convo app. This automation streamlines the information sharing process, ensuring everyone stays informed about important customer interactions and updates without manually copying data between the two platforms. Stay organized, efficient, and foster seamless communication within your team using this workflow.
Keep your team updated on new or modified contacts in your Zoho CRM by creating a post in the Convo app. This automation streamlines the information sharing process, ensuring everyone stays informed about important customer interactions and updates without manually copying data between the two platforms. Stay organized, efficient, and foster seamless communication within your team using this workflow.
- 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 Post
Creates a new post in Convo.
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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
