Offri + Zoho CRM
Create or update Zoho CRM accounts from new Offri contacts
If you send proposals to new contacts frequently, you may find yourself going back and forth between Offri and Zoho CRM to create them. This Zapier integration automatically creates and updates accounts in Zoho CRM after you create or update them in Offri. Now you can just create contacts while sending proposals without worrying about extra data entry.
If you send proposals to new contacts frequently, you may find yourself going back and forth between Offri and Zoho CRM to create them. This Zapier integration automatically creates and updates accounts in Zoho CRM after you create or update them in Offri. Now you can just create contacts while sending proposals without worrying about extra data entry.
- When this happens...Contact Updated
Triggers when a client is created or updated.
- automatically do this!Create/Update Module Entry
Create or update module entries
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