Sembley + Zoho CRM
Create new insureds in Sembley for every new module entry in Zoho CRM
Keep your customer data management efficient and consistent with Zoho CRM and Sembley. With each new entry added in Zoho CRM, Sembley will simultaneously create a new insured, saving you time and maintaining accuracy across your systems. This seamless linkage between the two platforms ensures your customer data is always up-to-date and readily accessible.
Keep your customer data management efficient and consistent with Zoho CRM and Sembley. With each new entry added in Zoho CRM, Sembley will simultaneously create a new insured, saving you time and maintaining accuracy across your systems. This seamless linkage between the two platforms ensures your customer data is always up-to-date and readily accessible.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create New Insured
Creates a new insured in Sembley
- Free forever for core features
- 14 day trial for premium features & apps
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
