Create new Docketwise contacts from Zoho CRM's new contacts
Effortlessly keep your contact information up-to-date with this streamlined workflow between Zoho CRM and Docketwise. Whenever you add a new contact in Zoho CRM, the integration will seamlessly create a corresponding contact in Docketwise, ensuring your client information stays consistent across both platforms. Save time and reduce manual entry errors by automating the contact creation process.
Effortlessly keep your contact information up-to-date with this streamlined workflow between Zoho CRM and Docketwise. Whenever you add a new contact in Zoho CRM, the integration will seamlessly create a corresponding contact in Docketwise, ensuring your client information stays consistent across both platforms. Save time and reduce manual entry errors by automating the contact creation process.
- When this happens...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.
- automatically do this!Create Contact
Creates a new Contact
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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