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Dex + Zoho CRM

Dex + Zoho CRM

Dex + Zoho CRM integrations

Create or update Dex contacts each time new module entries occur in Zoho CRM

Stay on top of your customer management workflow with this automation. When a new module entry is added in your Zoho CRM, this process will seamlessly update or create a contact in Dex. Bridging these platforms not only saves you time, but ensures your contact lists are always up-to-date and accurate. Make the most of your Zoho CRM and Dex apps with this user-friendly workflow.

  1. When this happens...
    New Module Entry
    New Module Entry
    New Module EntryTriggers instantaneously when any entry is created in the specified module.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates or Updates a Contact in Dex
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More things you can do with Zoho CRM and Dex

Discover other triggers and actions you can use with Zoho CRM and Dex

  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search
    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.

    Trigger
    Polling
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
    • Module
      Required
    Trigger
    Instant
    Try It
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About Dex
Dex is a personal CRM that helps you build stronger relationships.
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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