Givebutter + Zoho CRM
Create new Zoho CRM modules from new Givebutter transactions
Boost your client management efficiency with this simple process. Whenever a new transaction takes place in Givebutter, an entry is promptly created in Zoho CRM. This seamless link between the two apps makes maintaining up-to-date records simple and quick, enhancing your customer management tactics. Say goodbye to manual data entry, saving precious time and reducing errors.
Boost your client management efficiency with this simple process. Whenever a new transaction takes place in Givebutter, an entry is promptly created in Zoho CRM. This seamless link between the two apps makes maintaining up-to-date records simple and quick, enhancing your customer management tactics. Say goodbye to manual data entry, saving precious time and reducing errors.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
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 It
