Sortd for Gmail + Zoho CRM
Assign tasks in Sortd for Gmail for new module entries in Zoho CRM
Stay on top of your workflow by linking your Zoho CRM to Sortd for Gmail. With this automation, every time a new module entry is added in your Zoho CRM, a task is instantly assigned in your Sortd for Gmail, ensuring you never miss a new customer or client. This streamlines your process, saving you time and enhancing customer engagement.
Stay on top of your workflow by linking your Zoho CRM to Sortd for Gmail. With this automation, every time a new module entry is added in your Zoho CRM, a task is instantly assigned in your Sortd for Gmail, ensuring you never miss a new customer or client. This streamlines your process, saving you time and enhancing customer engagement.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Assign a Task
Assign a Task to a member of the Sortd Board on which the Task exists
- 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
