Create leads in Perfex CRM from new or updated contacts in Zoho CRM
Effortlessly maintain your Zoho CRM and Perfex CRM databases with this streamlined workflow. Whenever there's a new or updated contact in Zoho CRM, a lead will be created in Perfex CRM, ensuring your sales team always has the most up-to-date information. Save time and boost your team's efficiency with this easy-to-use automation.
Effortlessly maintain your Zoho CRM and Perfex CRM databases with this streamlined workflow. Whenever there's a new or updated contact in Zoho CRM, a lead will be created in Perfex CRM, ensuring your sales team always has the most up-to-date information. Save time and boost your team's efficiency with this easy-to-use automation.
- 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.
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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