Fize Connect + Zoho CRM
Create Zoho CRM module entries with new Fize Connect policy data
The Zapier template allows you to seamlessly integrate Zoho CRM with Fize Connect. By using this template, you can automate the creation of module entries in Zoho CRM from when a customer syncs their policy in Fize Connect. This enables efficient data transfer and streamlines workflow by eliminating the need for manual entry.
The Zapier template allows you to seamlessly integrate Zoho CRM with Fize Connect. By using this template, you can automate the creation of module entries in Zoho CRM from when a customer syncs their policy in Fize Connect. This enables efficient data transfer and streamlines workflow by eliminating the need for manual entry.
- When this happens...Successful Sync
Triggers when your prospects successfully sync their policy with Fize.
- automatically do this!Create Module Entry
Creates a new entry in a module
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- 14 day trial for premium features & apps
Zap NameRequired
Try ItNew 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
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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.
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