KanbanFlow + Zoho CRM
Create tasks in KanbanFlow for new or updated Zoho CRM contacts
Effortlessly manage tasks and keep your contact databases current with this automated workflow between Zoho CRM and KanbanFlow. When you add or update a contact in Zoho CRM, a corresponding task is created in KanbanFlow, ensuring your team stays informed on new or updated information. This seamless integration simplifies task management while enhancing team organization and efficiency.
Effortlessly manage tasks and keep your contact databases current with this automated workflow between Zoho CRM and KanbanFlow. When you add or update a contact in Zoho CRM, a corresponding task is created in KanbanFlow, ensuring your team stays informed on new or updated information. This seamless integration simplifies task management while enhancing team organization and efficiency.
- 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 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
