Create LionDesk contacts from new Zoho CRM contacts
Effortlessly maintain consistent contact information across your Zoho CRM and LionDesk systems with this streamlined integration. When you add a new contact in Zoho CRM, this workflow will create a contact in LionDesk, ensuring that your databases are always updated and aligned. Say goodbye to manual data entry and hello to a smoother and more efficient contact management process.
Effortlessly maintain consistent contact information across your Zoho CRM and LionDesk systems with this streamlined integration. When you add a new contact in Zoho CRM, this workflow will create a contact in LionDesk, ensuring that your databases are always updated and aligned. Say goodbye to manual data entry and hello to a smoother and more efficient contact management process.
- 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 Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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