Register new or updated Zoho CRM contacts as clients in Well World groups
Easily manage your contacts and stay organized with this efficient workflow between Zoho CRM and Well World. When a new or updated contact is added to Zoho CRM, this automation will instantly register the client in a group within the Well World app. Save time and effort by streamlining your client onboarding process and enhancing seamless communication between the two platforms.
Easily manage your contacts and stay organized with this efficient workflow between Zoho CRM and Well World. When a new or updated contact is added to Zoho CRM, this automation will instantly register the client in a group within the Well World app. Save time and effort by streamlining your client onboarding process and enhancing seamless communication between the two 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!Register Client in Group
Creates a new client in a group.
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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