Portal.io + Zoho CRM
Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM
Increase efficiency in your sales process using this streamlined workflow between Portal.io and Zoho CRM. Once a proposal status is updated in Portal.io, this sparks an immediate change to the related entry in Zoho CRM. This not only ensures a unified record across both platforms, but also frees up time, minimizing the need for manual data updating.
Increase efficiency in your sales process using this streamlined workflow between Portal.io and Zoho CRM. Once a proposal status is updated in Portal.io, this sparks an immediate change to the related entry in Zoho CRM. This not only ensures a unified record across both platforms, but also frees up time, minimizing the need for manual data updating.
- When this happens...Update Proposal Status
Triggers when a proposal status change.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Contact Modification
Triggers when a contact updated.
Try ItUpdate Payment Status
Triggers when a payment status change.
Try ItNew 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
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Update Order Status
Triggers when an order status change.
Try ItProposal Status
Try ItNew 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.
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