Create Ortto records from updated Zoho CRM module entries
Keep your business operations smooth and efficient with this handy workflow. When updates are made to a module entry in your Zoho CRM, a corresponding record is instantly created in Ortto, ensuring no details are missed and everything stays up to date across your platforms. This automation streamlines your data management, saving you effort and valuable time.
Keep your business operations smooth and efficient with this handy workflow. When updates are made to a module entry in your Zoho CRM, a corresponding record is instantly created in Ortto, ensuring no details are missed and everything stays up to date across your platforms. This automation streamlines your data management, saving you effort and valuable time.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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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