Fellow + Zoho CRM
Create action items in Fellow for new contacts in Zoho CRM
Effortlessly keep your Zoho CRM contacts and Fellow action items in sync with this seamless workflow. Whenever you add a new contact in Zoho CRM, an action item will be created in Fellow, helping you maintain a clear and organized task list for your team. Stay on top of your contacts and never miss an important task again with this streamlined process.
Effortlessly keep your Zoho CRM contacts and Fellow action items in sync with this seamless workflow. Whenever you add a new contact in Zoho CRM, an action item will be created in Fellow, helping you maintain a clear and organized task list for your team. Stay on top of your contacts and never miss an important task again with this streamlined 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!Add Action Item
Creates an action item in a specified stream.
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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
