Create notes in Follow Up Boss for updated module entries in Zoho CRM
Keep your sales team in the loop by automatically creating notes in Follow Up Boss when there are updates to your module entries in Zoho CRM. With this workflow, each time a module entry is updated in Zoho CRM, a corresponding note will be created in Follow Up Boss, providing your team with crucial information for seamless follow-ups and increased efficiency. Stay organized and never miss important updates from your CRM again.
Keep your sales team in the loop by automatically creating notes in Follow Up Boss when there are updates to your module entries in Zoho CRM. With this workflow, each time a module entry is updated in Zoho CRM, a corresponding note will be created in Follow Up Boss, providing your team with crucial information for seamless follow-ups and increased efficiency. Stay organized and never miss important updates from your CRM again.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Create Note
Creates a note on a contact
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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