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Simpro + Zoho Desk

Create new Zoho Desk accounts every time there are new company customers in Simpro

Streamline your workflow when onboarding new company customers in Simpro. This automation creates a new account in Zoho Desk each time there's a fresh company customer in Simpro. It makes the customer management process more efficient by consolidating customer data, saving you time and reducing potential errors in manual data entry.

Streamline your workflow when onboarding new company customers in Simpro. This automation creates a new account in Zoho Desk each time there's a fresh company customer in Simpro. It makes the customer management process more efficient by consolidating customer data, saving you time and reducing potential errors in manual data entry.

  1. When this happens...
    SimproSimpro
    New Company Customer

    Triggers when a company customer is created.

    TriggerInstant
  2. automatically do this!
    Zoho DeskZoho Desk
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn more

Related categories

  • Project Management
zoho-desk logo
zoho-desk logo

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Related categories