Create new Zoho Books customers from new Microsoft Outlook contacts
Streamline your customer management process with this workflow. When you add a new contact in Microsoft Outlook, this automation will create a corresponding customer in Zoho Books. It simplifies your workflow and ensures every new contact is instantly reflected in your accounting platform. Experience seamless data management between Microsoft Outlook and Zoho Books with this easy-to-implement solution.
Streamline your customer management process with this workflow. When you add a new contact in Microsoft Outlook, this automation will create a corresponding customer in Zoho Books. It simplifies your workflow and ensures every new contact is instantly reflected in your accounting platform. Experience seamless data management between Microsoft Outlook and Zoho Books with this easy-to-implement solution.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Customer
Creates a new customer.
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