Productboard + Zoho CRM
Create notes in Productboard for new or updated Zoho CRM contacts
Keep your Productboard notes up-to-date with your Zoho CRM contacts effortlessly. With this workflow, whenever a new or updated contact is detected in your Zoho CRM, a corresponding note will be created in Productboard. Stay organized and maintain seamless communication between your sales and product teams without any manual data entry.
Keep your Productboard notes up-to-date with your Zoho CRM contacts effortlessly. With this workflow, whenever a new or updated contact is detected in your Zoho CRM, a corresponding note will be created in Productboard. Stay organized and maintain seamless communication between your sales and product teams without any 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 Note
Triggers when a new note is created.
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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
