Formatter by Zapier + Zoho CRM
Process new/updated Zoho CRM module entries with Formatter by Zapier utilities
Keep your data organized and easily accessible with this workflow. When a new or updated module entry occurs in Zoho CRM, this automation will use Formatter by Zapier's Utilities action to format it according to your preferences. Save time and ensure your information is always up to date and ready for analysis.
Keep your data organized and easily accessible with this workflow. When a new or updated module entry occurs in Zoho CRM, this automation will use Formatter by Zapier's Utilities action to format it according to your preferences. Save time and ensure your information is always up to date and ready for analysis.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
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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
