Create property claims in Encircle for new or updated contacts in Zoho CRM
Effortlessly manage your property claims by connecting Zoho CRM and Encircle apps with this automation workflow. Whenever a new or updated contact is added in Zoho CRM, it will instantly create a property claim in Encircle, saving you time and ensuring efficient case management. Streamline your process and enhance client satisfaction by keeping everything organized and up-to-date.
Effortlessly manage your property claims by connecting Zoho CRM and Encircle apps with this automation workflow. Whenever a new or updated contact is added in Zoho CRM, it will instantly create a property claim in Encircle, saving you time and ensuring efficient case management. Streamline your process and enhance client satisfaction by keeping everything organized and up-to-date.
- 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!Create Property Claim
Creates a new Property Claim.
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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