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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.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    KlipfolioKlipfolio
    Add to Data Source

    Add data to a data source in Klipfolio.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
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About Klipfolio

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

Related categories

  • Dashboards
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zoho-crm logo

About Zoho CRM

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