Gmail + Zoho CRM
Create Gmail drafts for updated Zoho CRM module entries
Easily stay updated with your Zoho CRM module entries by sending draft emails in Gmail using this efficient workflow. Whenever a module entry is updated in Zoho CRM, a draft email will be created in Gmail, allowing you to promptly review and send it to the desired recipient. Save time and maintain seamless communication with your team, all while keeping your CRM data up-to-date.
Easily stay updated with your Zoho CRM module entries by sending draft emails in Gmail using this efficient workflow. Whenever a module entry is updated in Zoho CRM, a draft email will be created in Gmail, allowing you to promptly review and send it to the desired recipient. Save time and maintain seamless communication with your team, all while keeping your CRM data up-to-date.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Create Draft
Create (but do not send) a new email message.
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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
