Create notes in Keap Max Classic for new or updated module entries in Zoho CRM
Keep your Keap Max Classic notes up-to-date with new information from your Zoho CRM. This automation instantly creates a note in Keap Max Classic when there's a new or updated module entry in Zoho CRM. Stay organized and ensure important details are always accessible within Keap Max Classic, saving you time and effort on manual updates.
Keep your Keap Max Classic notes up-to-date with new information from your Zoho CRM. This automation instantly creates a note in Keap Max Classic when there's a new or updated module entry in Zoho CRM. Stay organized and ensure important details are always accessible within Keap Max Classic, saving you time and effort on manual updates.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Note
Creates a note on an existing contact
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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