Create customers in Zoho Books from new contacts in Salesmate
This workflow, initiating with a new contact in the Salesmate app, simplifies your process by directly creating a customer profile in Zoho Books. It reduces your manual work of data entry, saves time and helps keep your customer data consistent across both systems. This automation enhances your client relationship management by ensuring all new Salesmate contacts are immediately available in your financial management in Zoho Books.
This workflow, initiating with a new contact in the Salesmate app, simplifies your process by directly creating a customer profile in Zoho Books. It reduces your manual work of data entry, saves time and helps keep your customer data consistent across both systems. This automation enhances your client relationship management by ensuring all new Salesmate contacts are immediately available in your financial management in Zoho Books.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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