Create Jobber clients from new or updated Zoho CRM contacts
Effortlessly maintain your client list across Zoho CRM and Jobber with this seamless workflow. When a new or updated contact is detected in Zoho CRM, a client is created or updated in Jobber. This ensures your information is consistent, saving you time and enhancing accuracy when managing contacts.
Effortlessly maintain your client list across Zoho CRM and Jobber with this seamless workflow. When a new or updated contact is detected in Zoho CRM, a client is created or updated in Jobber. This ensures your information is consistent, saving you time and enhancing accuracy when managing contacts.
- 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 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