Housecall Pro + Zoho CRM
Create customers in Housecall Pro from new or updated module entries in Zoho CRM
With this workflow, whenever there is a new or updated entry in your Zoho CRM module, a new customer will be directly added in your Housecall Pro app. It not only eases your data entry task but also ensures that your customer information remains consistent and up-to-date across both platforms. The workflow method is a timesaver, enhancing productivity, and ensuring you don't miss out on any valuable customer information.
With this workflow, whenever there is a new or updated entry in your Zoho CRM module, a new customer will be directly added in your Housecall Pro app. It not only eases your data entry task but also ensures that your customer information remains consistent and up-to-date across both platforms. The workflow method is a timesaver, enhancing productivity, and ensuring you don't miss out on any valuable customer information.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Customer
Creates a new customer
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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
