Create tasks in Wrike for new contacts added in Zoho CRM
Effortlessly stay on top of your new contacts in Zoho CRM by setting up this handy workflow. When a new contact is added in Zoho CRM, a task will be created in Wrike, ensuring all relevant team members can immediately start working on tasks related to that contact. Keep your team organized and efficient with this seamless connection between Zoho CRM and Wrike.
Effortlessly stay on top of your new contacts in Zoho CRM by setting up this handy workflow. When a new contact is added in Zoho CRM, a task will be created in Wrike, ensuring all relevant team members can immediately start working on tasks related to that contact. Keep your team organized and efficient with this seamless connection between Zoho CRM and Wrike.
- When this happens...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.
- automatically do this!Create Task
Create a new task.
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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