Teamwork Desk + Zoho CRM
Create new Teamwork Desk customers from new Zoho CRM module entries
Streamline your customer management process with this workflow. Once a new entry is added in Zoho CRM, it prompts the creation of a new customer profile in Teamwork Desk. This seamless integration between the two platforms ensures your customer database remains up-to-date, all while saving you valuable time and minimizing data entry errors.
Streamline your customer management process with this workflow. Once a new entry is added in Zoho CRM, it prompts the creation of a new customer profile in Teamwork Desk. This seamless integration between the two platforms ensures your customer database remains up-to-date, all while saving you valuable time and minimizing data entry errors.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Customer
Creates a new customer.
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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
