Taskade + Zoho CRM
Create tasks in Taskade for new or updated module entries in Zoho CRM
Maintain your CRM more efficiently with the combination of Zoho CRM and Taskade. Once a module entry in Zoho CRM is updated or created, a relevant task is made in Taskade immediately. This process streamlines project management and communication by ensuring a quick response to changes, keeping your projects organized and on track.
Maintain your CRM more efficiently with the combination of Zoho CRM and Taskade. Once a module entry in Zoho CRM is updated or created, a relevant task is made in Taskade immediately. This process streamlines project management and communication by ensuring a quick response to changes, keeping your projects organized and on track.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Task
Creates a Task in Taskade
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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
