MyDesk + Zoho CRM
Create tasks in MyDesk for new contacts in Zoho CRM
Effortlessly manage your new contacts from Zoho CRM by creating tasks in MyDesk. With this seamless workflow, every time you add a new contact in Zoho CRM, a corresponding task will be generated in MyDesk, ensuring you never miss a beat when it comes to nurturing your client relationships. Stay organized and boost productivity with this simple yet effective automation.
Effortlessly manage your new contacts from Zoho CRM by creating tasks in MyDesk. With this seamless workflow, every time you add a new contact in Zoho CRM, a corresponding task will be generated in MyDesk, ensuring you never miss a beat when it comes to nurturing your client relationships. Stay organized and boost productivity with this simple yet effective automation.
- 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 Task
Creates a Task.
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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
