Outseta + Zoho CRM

Add new Zoho CRM contacts to Outseta as accounts

Easily streamline your sales and customer management process with this automation. When you add a new contact to your Zoho CRM, this workflow quickly creates an account for them in Outseta. Save time and effort by ensuring your contact data is consistently updated across both platforms, allowing you to focus on building strong customer relationships.

Easily streamline your sales and customer management process with this automation. When you add a new contact to your Zoho CRM, this workflow quickly creates an account for them in Outseta. Save time and effort by ensuring your contact data is consistently updated across both platforms, allowing you to focus on building strong customer relationships.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    OutsetaOutseta
    Add Account

    Allows you to create an account with an existing or new user. You can also specify a subscription.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
outseta logo
outseta logo

About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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