Infinity + Zoho CRM
Create Infinity items for new or updated Zoho CRM contacts
Streamline your sales processes by keeping your contact databases up-to-date and organized with this workflow. When new or updated contacts are added in Zoho CRM, this automation creates corresponding items in Infinity, ensuring your databases stay linked and saving you valuable time in managing sales workflows.
Streamline your sales processes by keeping your contact databases up-to-date and organized with this workflow. When new or updated contacts are added in Zoho CRM, this automation creates corresponding items in Infinity, ensuring your databases stay linked and saving you valuable time in managing sales workflows.
- 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 a New Item
Creates a new item in a specific workspace, board and folder.
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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
