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Kiflo PRM + Formatter by Zapier + Zoho CRM

Create deals in Zoho CRM for new deals in Kiflo PRM

Keep your deals up to date across platforms, without doubling your workload. This integration automatically creates a new deal in Zoho CRM for every new deal that's created in Kiflo PRM.

Keep your deals up to date across platforms, without doubling your workload. This integration automatically creates a new deal in Zoho CRM for every new deal that's created in Kiflo PRM.

  1. When this happens...
    Kiflo PRMKiflo PRM
    Deal Added

    Triggers when a new deal is added.

    TriggerInstant
  2. automatically do this...
    Kiflo PRMKiflo PRM
    Find a Contact

    Finds an existing contact.

    ActionSearch
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
  4. then do this...
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
  5. then do this!
    Kiflo PRMKiflo PRM
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
kiflo-prm logo
kiflo-prm logo

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels
Learn more

Related categories

  • Sales & CRM
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Learn more

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