Daftra + Zoho CRM

Add new or updated Zoho CRM contacts as clients in Daftra

Keep your Zoho CRM and Daftra app contacts in sync with this efficient workflow. When you add or update a contact in Zoho CRM, this automation also creates or updates the corresponding client in Daftra, streamlining your contact management process and saving you time on manual data entry.

Keep your Zoho CRM and Daftra app contacts in sync with this efficient workflow. When you add or update a contact in Zoho CRM, this automation also creates or updates the corresponding client in Daftra, streamlining your contact management process and saving you time on manual data entry.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    DaftraDaftra
    Add Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

daftra logo
daftra logo

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

Related categories

  • Accounting
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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