ShareFile + Zoho CRM
Create folders in ShareFile for new Zoho CRM contacts
Effortlessly organize your Zoho CRM contacts with this efficient workflow. Whenever you add a new contact in Zoho CRM, it instantly creates a dedicated folder for them in ShareFile. This automation helps you keep track of important documents, and ensure all the necessary files are easily accessible for your business contacts.
Effortlessly organize your Zoho CRM contacts with this efficient workflow. Whenever you add a new contact in Zoho CRM, it instantly creates a dedicated folder for them in ShareFile. This automation helps you keep track of important documents, and ensure all the necessary files are easily accessible for your business contacts.
- When this happens...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.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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
