Create deals in Teamleader Focus for new or updated contacts in Zoho CRM
Keep your CRM and deal management in sync effortlessly with this automation workflow. When a new or updated contact occurs in Zoho CRM, it will automatically create a deal in Teamleader Focus. This ensures your team stays updated on client interactions without having to manually transfer information between platforms.
Keep your CRM and deal management in sync effortlessly with this automation workflow. When a new or updated contact occurs in Zoho CRM, it will automatically create a deal in Teamleader Focus. This ensures your team stays updated on client interactions without having to manually transfer information between platforms.
- When this happens...New 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.
- automatically do this!Create Deal
Creates a new deal.
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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