Knack + Zoho CRM
Create records in Knack from new module entries in Zoho CRM
Elevate your relationship management game seamlessly with this workflow. Whenever there's a new module entry in Zoho CRM, it will create a new record in the Knack app instantly. This efficient process not only keeps your data up-to-date across platforms but also saves you from manual data entry. Let this automation handle the backend work, so you can focus on nurturing your business relationships.
Elevate your relationship management game seamlessly with this workflow. Whenever there's a new module entry in Zoho CRM, it will create a new record in the Knack app instantly. This efficient process not only keeps your data up-to-date across platforms but also saves you from manual data entry. Let this automation handle the backend work, so you can focus on nurturing your business relationships.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Record
Creates a new record to your Knack database.
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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
