KanbanFlow + Zoho CRM
Create tasks in KanbanFlow for new contacts in Zoho CRM
Effortlessly stay organized with this Zoho CRM and KanbanFlow automation. When a new contact is added in Zoho CRM, a task will be created in KanbanFlow, allowing you to efficiently manage your contacts and tasks. Keep track of your to-dos and never miss important follow-ups, all with this seamless workflow.
Effortlessly stay organized with this Zoho CRM and KanbanFlow automation. When a new contact is added in Zoho CRM, a task will be created in KanbanFlow, allowing you to efficiently manage your contacts and tasks. Keep track of your to-dos and never miss important follow-ups, all with this seamless workflow.
- 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 Task
Creates a new task in a specific column/swimlane on the board.
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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
