Initiate new processes in Process Plan for new or updated contacts in Zoho CRM
Stay on top of your CRM contacts and streamline your processes with this efficient automation. When a contact is added or updated in Zoho CRM, it will trigger the start of a new process in Process Plan, ensuring smooth business operations and effortless organization. Keep your teams aligned and boost productivity with this seamless workflow.
Stay on top of your CRM contacts and streamline your processes with this efficient automation. When a contact is added or updated in Zoho CRM, it will trigger the start of a new process in Process Plan, ensuring smooth business operations and effortless organization. Keep your teams aligned and boost productivity 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!Start a New Process
Starts a new process instance and populates it's fields.
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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