Create Nusii Proposals clients from new or updated Zoho CRM contacts
Effortlessly keep your contacts and clients in sync between Zoho CRM and Nusii Proposals with this seamless workflow. Whenever you add or update a contact in Zoho CRM, this automation will instantly create a new client in Nusii Proposals, ensuring your records stay up to date and your proposal process runs smoothly. Say goodbye to manual data entry, and spend more time focusing on your clients' needs.
Effortlessly keep your contacts and clients in sync between Zoho CRM and Nusii Proposals with this seamless workflow. Whenever you add or update a contact in Zoho CRM, this automation will instantly create a new client in Nusii Proposals, ensuring your records stay up to date and your proposal process runs smoothly. Say goodbye to manual data entry, and spend more time focusing on your clients' needs.
- 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!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