Klipfolio + Zoho CRM
Add new Zoho CRM contacts to Klipfolio data sources for seamless data management
Effortlessly keep your Klipfolio data source up to date with new contacts from Zoho CRM. This workflow activates when a new contact is added in Zoho CRM and instantly adds them to your desired Klipfolio data source. Save time on manual data entries and ensure your Klipfolio dashboard displays the most recent information for smarter decision-making.
Effortlessly keep your Klipfolio data source up to date with new contacts from Zoho CRM. This workflow activates when a new contact is added in Zoho CRM and instantly adds them to your desired Klipfolio data source. Save time on manual data entries and ensure your Klipfolio dashboard displays the most recent information for smarter decision-making.
- 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!Add to Data Source
Add data to a data source in Klipfolio.
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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
