JobTread + Zoho CRM
Create JobTread customers from new or updated Zoho CRM contacts
Efficiently manage your contacts and customers with this seamless workflow between Zoho CRM and JobTread. When a new or updated contact is detected in Zoho CRM, this automation creates a customer in JobTread, ensuring your customer data is always up-to-date and easily accessible. Stop manual data entry and focus on what matters most - building strong customer relationships.
Efficiently manage your contacts and customers with this seamless workflow between Zoho CRM and JobTread. When a new or updated contact is detected in Zoho CRM, this automation creates a customer in JobTread, ensuring your customer data is always up-to-date and easily accessible. Stop manual data entry and focus on what matters most - building strong customer relationships.
- 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 Customer
Create a new customer including optional contacts, locations, and jobs.
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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
