Create or update Offri contacts from new Zoho CRM accounts
Your list of accounts lives in Zoho CRM, and you want to send them proposals. This Zapier template automatically adds new Zoho CRM accounts as Offri contacts. Now you never have to enter contact info again before sending your proposals.
Your list of accounts lives in Zoho CRM, and you want to send them proposals. This Zapier template automatically adds new Zoho CRM accounts as Offri contacts. Now you never have to enter contact info again before sending your proposals.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
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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