Float + Zoho CRM
Create clients in Float from new or updated module entries in Zoho CRM
Keep your client database effortlessly maintained with this smart workflow. When a module entry in Zoho CRM is created or updated, the corresponding action in Float leads to the creation of a new client. This ensures that your client information remains up-to-date across both platforms, eliminating the need for time-consuming manual updates. It allows you to enhance efficiency, streamline operations, and devote more attention to engaging with your clients.
Keep your client database effortlessly maintained with this smart workflow. When a module entry in Zoho CRM is created or updated, the corresponding action in Float leads to the creation of a new client. This ensures that your client information remains up-to-date across both platforms, eliminating the need for time-consuming manual updates. It allows you to enhance efficiency, streamline operations, and devote more attention to engaging with your clients.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Client
Creates a new client.
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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
