PEP Cloud + Zoho CRM
Create or update PEP Cloud clients from new or updated Zoho CRM contacts
Effortlessly manage your contacts across platforms with this automation. Set up this workflow to automatically create or update clients in PEP Cloud whenever new or updated contacts are detected in Zoho CRM. Streamline your contact management process, improve communication with clients, and save time on manual data entry.
Effortlessly manage your contacts across platforms with this automation. Set up this workflow to automatically create or update clients in PEP Cloud whenever new or updated contacts are detected in Zoho CRM. Streamline your contact management process, improve communication with clients, and save time on manual data entry.
- 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 or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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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
