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How Zapier works
Zapier makes it easy to integrate FastGem with Zoho CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from FastGem
Setup an action from Zoho CRM
That’s it! You just connected FastGem to Zoho CRM
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- TableRequired
- TypeRequired
Try ItTriggerPolling- New Work Order
Triggers when a new work order is created and added to a lead/contact.
Try ItTriggerPolling - Person IDRequired
- Number Of Boxes
- Number Of Lines
- Install Date
- Installed Date
- Chargeback Date
- Install Time
- Install End Time
- PackageRequired
- Rep Name
- Lead Rep Name
- Account Number
- WO Num
- SO Num
- Install Notes
- WO Sale Date
ActionWrite- 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 ItTriggerPolling
- New Person
Triggers when a new person/submission is created in FastGem.
Try ItTriggerPolling - ID
- Business Name
- First NameRequired
- Last Name
- Email
- Primary Phone
- Submission Data
- Secondary Phone
- Sale Date
- Created
- Address
- Address 2
- City
- Zipcode
- Zipcode 4
- Channel
ActionWrite- Get Connected User's Info
Gets the info of the currently connected user.
ActionWrite - 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 ItTriggerPolling