Create tasks in Follow Up Boss for new or updated contacts in Zoho CRM
Effortlessly manage your contacts with this seamless workflow between Zoho CRM and Follow Up Boss. When a new or updated contact appears in Zoho CRM, a corresponding task is generated in Follow Up Boss, ensuring you never miss an opportunity to connect with your leads. Enhance team collaboration and streamline your contact management process with this time-saving automation.
Effortlessly manage your contacts with this seamless workflow between Zoho CRM and Follow Up Boss. When a new or updated contact appears in Zoho CRM, a corresponding task is generated in Follow Up Boss, ensuring you never miss an opportunity to connect with your leads. Enhance team collaboration and streamline your contact management process with this time-saving automation.
- 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 Task
Create a task for 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