Initiate Metatask processes for new or updated Zoho CRM contacts
Effortlessly manage your contacts in Zoho CRM and streamline your tasks in Metatask with this automation. Whenever a new or updated contact is added to Zoho CRM, a process will be initiated in the Metatask app, ensuring a seamless transition between your CRM and task management system. Stay organized and enhance productivity by integrating your Zoho CRM contacts with Metatask processes.
Effortlessly manage your contacts in Zoho CRM and streamline your tasks in Metatask with this automation. Whenever a new or updated contact is added to Zoho CRM, a process will be initiated in the Metatask app, ensuring a seamless transition between your CRM and task management system. Stay organized and enhance productivity by integrating your Zoho CRM contacts with Metatask processes.
- When this happens...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.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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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