Dashly + Zoho CRM
Dashly + Zoho CRM
Create Zoho CRM module entries for new Dashly events
Easily manage your customer relations process with this simple workflow. When a new event occurs in Dashly, it instantly creates a module entry in Zoho CRM. This seamless connection ensures you never miss crucial customer events and constantly updates your module entries in Zoho CRM, saving you time and streamlining your business process. Optimize your customer engagement strategy by keeping your CRM data fresh and accurate at all times.
- When this happens...New EventTriggers when new event occurs.
- automatically do this!Create Module EntryCreates a new entry in a module
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More things you can do with Dashly and Zoho CRM
Discover other triggers and actions you can use with Dashly and Zoho CRM
- Choose event typesRequired
Try ItTriggerInstant- Dashly UIDRequired
- OperationRequired
- PropertiesRequired
- ByUserID
ActionWrite- 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 ItTriggerPolling - 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.
Try ItTriggerPolling
- Dashly UIDRequired
- EventNameRequired
- EventParams
- ByUserID
ActionWrite- 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 ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- New 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 ItTriggerPolling
