Knowify + Zoho CRM
Create Knowify clients from new Zoho CRM contacts
Effortlessly add new contacts from Zoho CRM to Knowify as clients with this convenient automation. When a new contact is created in Zoho CRM, the workflow will transfer the contact information to Knowify and create a new client entry. This saves you time and ensures consistent and accurate client data between both platforms.
Effortlessly add new contacts from Zoho CRM to Knowify as clients with this convenient automation. When a new contact is created in Zoho CRM, the workflow will transfer the contact information to Knowify and create a new client entry. This saves you time and ensures consistent and accurate client data between both platforms.
- 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!Create Client
Creates a new client.
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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
