Crystal Ball + Zoho CRM
Create Crystal Ball annotations for new or updated Zoho CRM contacts
Efficiently maintain and organize your CRM contacts with this seamless workflow. When a new or updated contact is recorded in Zoho CRM, an annotation will be created in Crystal Ball, ensuring your team stays informed and in sync. This process streamlines your tasks and promotes effective communication across platforms.
Efficiently maintain and organize your CRM contacts with this seamless workflow. When a new or updated contact is recorded in Zoho CRM, an annotation will be created in Crystal Ball, ensuring your team stays informed and in sync. This process streamlines your tasks and promotes effective communication across platforms.
- 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 Annotation in Crystal Ball
Add an annotation in your account for an event.
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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
