Discord + Zoho CRM
Add roles in Discord for new or updated Zoho CRM contacts
Easily manage your Zoho CRM contacts' roles in Discord with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, this automation will assign a specific role to the corresponding user in your Discord server. Save time and ensure consistency in managing roles and permissions for your contacts across both platforms.
Easily manage your Zoho CRM contacts' roles in Discord with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, this automation will assign a specific role to the corresponding user in your Discord server. Save time and ensure consistency in managing roles and permissions for your contacts across both platforms.
- 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 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
