OfficeClip + Zoho CRM
Create OfficeClip contacts for new or updated Zoho CRM contacts
Keep your contacts organized and up-to-date with this automation workflow between Zoho CRM and OfficeClip. Whenever a new or updated contact is detected in Zoho CRM, the workflow will create a corresponding contact in OfficeClip, saving you the time and effort of manual data entry. Maintain accurate and consistent information across both platforms with ease and improve your overall contact management process.
Keep your contacts organized and up-to-date with this automation workflow between Zoho CRM and OfficeClip. Whenever a new or updated contact is detected in Zoho CRM, the workflow will create a corresponding contact in OfficeClip, saving you the time and effort of manual data entry. Maintain accurate and consistent information across both platforms with ease and improve your overall contact management process.
- 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 Contact
Creates a new contact in OfficeClip.
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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
