Pennylane + Zoho CRM
Create Pennylane estimates for new Zoho CRM contacts
Effortlessly streamline your sales process with this handy workflow. Whenever a new contact is added in Zoho CRM, a corresponding estimate will be created in Pennylane, ensuring accurate and timely pricing for your clients. Save time on manual data entry and focus on closing deals by letting this automation handle the estimates for you.
Effortlessly streamline your sales process with this handy workflow. Whenever a new contact is added in Zoho CRM, a corresponding estimate will be created in Pennylane, ensuring accurate and timely pricing for your clients. Save time on manual data entry and focus on closing deals by letting this automation handle the estimates for you.
- 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 Estimate
Creates a new estimate.
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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
