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.
- 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!Add Client
Creates a new client
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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