FileInvite + Zoho CRM
Add new Zoho CRM contacts to FileInvite as persons
Effortlessly manage your contacts from Zoho CRM by adding them as new persons in FileInvite. With this streamlined workflow, every time a new contact is added in Zoho CRM, a person will be created in FileInvite, ensuring that your data is organized and up-to-date. Save time and reduce manual data entry while keeping your systems in sync.
Effortlessly manage your contacts from Zoho CRM by adding them as new persons in FileInvite. With this streamlined workflow, every time a new contact is added in Zoho CRM, a person will be created in FileInvite, ensuring that your data is organized and up-to-date. Save time and reduce manual data entry while keeping your systems in sync.
- 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 Person
Creates a new person.
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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
