Add new Zoho CRM contacts to Orbit as members
Easily grow your Orbit community when new contacts are added in Zoho CRM with this seamless workflow. Once set up, each time a new contact is created in Zoho CRM, a member will be added to your Orbit workspace. This efficient automation helps you save time by removing manual data entry and keeps your Orbit community up-to-date with your CRM contacts.
Easily grow your Orbit community when new contacts are added in Zoho CRM with this seamless workflow. Once set up, each time a new contact is created in Zoho CRM, a member will be added to your Orbit workspace. This efficient automation helps you save time by removing manual data entry and keeps your Orbit community up-to-date with your CRM contacts.
- When this happens...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.
- automatically do this!Create a Member
Add a new member to your Orbit workspace without an associated activity.
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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