Roofr + Zoho CRM
Create Roofr jobs and customers for new or updated Zoho CRM contacts
Effortlessly manage your customer data and jobs created in Roofr with this automation. Whenever there's a new or updated contact in Zoho CRM, this workflow will create a job and customer in Roofr, saving you manual work and streamlining your process. Keep your records up to date and ensure seamless collaboration between your CRM and Roofr.
Effortlessly manage your customer data and jobs created in Roofr with this automation. Whenever there's a new or updated contact in Zoho CRM, this workflow will create a job and customer in Roofr, saving you manual work and streamlining your process. Keep your records up to date and ensure seamless collaboration between your CRM and Roofr.
- 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 Job and Customer
Creates a job and customer on Roofr.
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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
