Float + Zoho CRM
Create new Float projects from new Zoho CRM module entries
Easily keep your operations streamlined with this efficient workflow. When a new entry is added to your Zoho CRM modules, a project is immediately set up in your Float app. This process ensures your team can start working on new client projects right away without any delay or data-entry errors. Enjoy a seamless, productive workday with automation.
Easily keep your operations streamlined with this efficient workflow. When a new entry is added to your Zoho CRM modules, a project is immediately set up in your Float app. This process ensures your team can start working on new client projects right away without any delay or data-entry errors. Enjoy a seamless, productive workday with automation.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Project
Creates a new project.
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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
