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.
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 Event
Triggers when new event occurs.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Choose event typesRequired
Try ItDashly UIDRequired
OperationRequired
PropertiesRequired
By User ID
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 It
Dashly UIDRequired
Event NameRequired
Event Params
By User ID
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 It
