FYI + Zoho CRM
Create or update FYI tasks for new Zoho CRM contacts
Effortlessly manage your contacts and tasks between Zoho CRM and FYI using this automation. Once set up, every time a new contact is added in Zoho CRM, a corresponding task will be created or updated in FYI. This seamless connection ensures you're always up-to-date with your contacts and tasks, allowing you to focus more on building strong customer relationships.
Effortlessly manage your contacts and tasks between Zoho CRM and FYI using this automation. Once set up, every time a new contact is added in Zoho CRM, a corresponding task will be created or updated in FYI. This seamless connection ensures you're always up-to-date with your contacts and tasks, allowing you to focus more on building strong customer relationships.
- When this happens...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.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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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
