Discord + Zoho CRM
Add roles in Discord for new module entries in Zoho CRM
Easily streamline your sales and community management processes with this automation. When a new module entry is added in Zoho CRM, this workflow will create a new role in your Discord server, keeping both platforms updated and organized for better team collaboration and customer engagement. Save time and maintain a well-structured community as your business grows.
Easily streamline your sales and community management processes with this automation. When a new module entry is added in Zoho CRM, this workflow will create a new role in your Discord server, keeping both platforms updated and organized for better team collaboration and customer engagement. Save time and maintain a well-structured community as your business grows.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Add Role
assign a role to a user
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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
