Pennylane + Zoho CRM
Create Pennylane estimates for new or updated Zoho CRM contacts
Keep your estimates up-to-date and organized with this efficient automation. When a new or updated contact appears in Zoho CRM, this workflow will create an estimate in Pennylane for that contact, ensuring your financial information is always accurate and complete. Simplify your financial management process and stay organized with this seamless workflow.
Keep your estimates up-to-date and organized with this efficient automation. When a new or updated contact appears in Zoho CRM, this workflow will create an estimate in Pennylane for that contact, ensuring your financial information is always accurate and complete. Simplify your financial management process and stay organized with this seamless workflow.
- When this happens...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.
- 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
