Create notes in Follow Up Boss for new or updated contacts in Zoho CRM
Keep your sales team in the loop with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, a note will be created in Follow Up Boss containing the contact's information. Stay organized and ensure seamless communication within your team by simplifying contact management across platforms.
Keep your sales team in the loop with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, a note will be created in Follow Up Boss containing the contact's information. Stay organized and ensure seamless communication within your team by simplifying contact management across platforms.
- When this happens...New 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.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
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