Offri + Zoho CRM
Create or update Offri contact persons from new Zoho CRM contacts
So, you've already automated adding your new Zoho CRM accounts to Offri, but what about your contacts under those accounts? This Zapier template automatically adds new Zoho contacts to Offri as contact persons.
So, you've already automated adding your new Zoho CRM accounts to Offri, but what about your contacts under those accounts? This Zapier template automatically adds new Zoho contacts to Offri as contact persons.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this...Find Contact
Finds a Contact
- then do this!Find and Create/Update Contact Person
Finds and updates a Contact Person, 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
