SegMetrics + Zoho CRM
Add new Zoho CRM contacts to SegMetrics
This is the template to use if you're using the paid version of Zoho CRM. This will allow you to update/create a contact in SegMetrics as soon as a new contact is created/edited in Zoho.
This is the template to use if you're using the paid version of Zoho CRM. This will allow you to update/create a contact in SegMetrics as soon as a new contact is created/edited in Zoho.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Add or Update a Contact
Add or update a contact into SegMetrics.
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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
