Ignition + Zoho CRM
Create new Ignition clients from new Zoho CRM contacts
When a new contact is added in your Zoho CRM, make sure they are also registered as a client in Ignition immediately. This workflow ensures that you can efficiently streamline your client management process across both platforms. It becomes easy to maintain consistent data, keep in step with your business growth, and save time on data entry.
When a new contact is added in your Zoho CRM, make sure they are also registered as a client in Ignition immediately. This workflow ensures that you can efficiently streamline your client management process across both platforms. It becomes easy to maintain consistent data, keep in step with your business growth, and save time on data entry.
- When this happens...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.
- automatically do this!Create Client
Creates a new 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
