Octoboard + Zoho CRM
Update Octoboard numbers when new Zoho CRM module entries are created
Effortlessly keep your Octoboard numbers up-to-date with this seamless workflow. Whenever a new module entry is added in Zoho CRM, it will instantly update the corresponding number in your Octoboard app. This automation ensures your data is always accurate and fresh, saving you the hassle of manual updates and letting you focus on more important tasks.
Effortlessly keep your Octoboard numbers up-to-date with this seamless workflow. Whenever a new module entry is added in Zoho CRM, it will instantly update the corresponding number in your Octoboard app. This automation ensures your data is always accurate and fresh, saving you the hassle of manual updates and letting you focus on more important tasks.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Update Number
Update numeric value in Octoboard data source.
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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
