Harvest + Zoho CRM
Create tasks in Harvest for new or updated contacts in Zoho CRM
Effortlessly keep track of your contacts and their tasks with this Zoho CRM to Harvest automation. When a new or updated contact is added in Zoho CRM, a corresponding task will be created in Harvest, allowing you to efficiently manage your workload. Stay organized and save time by letting this workflow handle your contact and task coordination.
Effortlessly keep track of your contacts and their tasks with this Zoho CRM to Harvest automation. When a new or updated contact is added in Zoho CRM, a corresponding task will be created in Harvest, allowing you to efficiently manage your workload. Stay organized and save time by letting this workflow handle your contact and task coordination.
- When this happens...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.
- automatically do this!Create Task
Creates a Task and optionally assigns it to a project
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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
