Create new Service Fusion customers from new Zoho CRM module entries
Improve your customer data management with a seamless connection between Zoho CRM and Service Fusion. With this workflow, every time a new module entry is added in Zoho CRM, a customer is promptly created in Service Fusion. This automatic process saves you valuable time, ensures customer information consistency, and enhances your efficiency in handling customer data.
Improve your customer data management with a seamless connection between Zoho CRM and Service Fusion. With this workflow, every time a new module entry is added in Zoho CRM, a customer is promptly created in Service Fusion. This automatic process saves you valuable time, ensures customer information consistency, and enhances your efficiency in handling customer data.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
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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