Harvest + Zoho CRM
Create Harvest clients from new or updated Zoho CRM contacts
Effortlessly maintain up-to-date client information in both Zoho CRM and Harvest with this seamless workflow. Whenever a new or updated contact is detected in Zoho CRM, a client will be created or updated in Harvest. This way, you can easily keep your client records synchronized across both platforms, saving time and reducing manual work.
Effortlessly maintain up-to-date client information in both Zoho CRM and Harvest with this seamless workflow. Whenever a new or updated contact is detected in Zoho CRM, a client will be created or updated in Harvest. This way, you can easily keep your client records synchronized across both platforms, saving time and reducing manual work.
- 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 Client
Creates a Client
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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
