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Halo Service Solutions + Zoho CRM

Create Halo Service Solutions customers from new or updated Zoho CRM module entries

Streamline your client management by seamlessly connecting Zoho CRM to Halo Service Solutions. With this automation, each time a new or updated module entry occurs in Zoho CRM, a customer entry is immediately generated in the Halo Service Solutions platform. Enhance your customer interactions by ensuring every piece of relevant information from your CRM is at your disposal when providing services.

Streamline your client management by seamlessly connecting Zoho CRM to Halo Service Solutions. With this automation, each time a new or updated module entry occurs in Zoho CRM, a customer entry is immediately generated in the Halo Service Solutions platform. Enhance your customer interactions by ensuring every piece of relevant information from your CRM is at your disposal when providing services.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  2. automatically do this!
    Halo Service SolutionsHalo Service Solutions
    Create Customer

    Creates a new Customer in Halo.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
halo-service-solutions logo
halo-service-solutions logo

About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

Related categories

  • Project Management
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

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