Sortd for Gmail + Zoho CRM
Create tasks in Sortd for Gmail from new module entries in Zoho CRM
Stay organized and on top of your sales tasks with this seamless workflow between Zoho CRM and Sortd for Gmail. Whenever a new module entry is added in Zoho CRM, a corresponding task is created in Sortd for Gmail, ensuring all crucial sales tasks are visible in your Gmail inbox. This automation will save you time on manual data entry and make sure you never miss a critical sales opportunity again.
Stay organized and on top of your sales tasks with this seamless workflow between Zoho CRM and Sortd for Gmail. Whenever a new module entry is added in Zoho CRM, a corresponding task is created in Sortd for Gmail, ensuring all crucial sales tasks are visible in your Gmail inbox. This automation will save you time on manual data entry and make sure you never miss a critical sales opportunity again.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Task
Create a new Task in Sortd
- 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
