Update Zendesk Sell deals when new Zoho CRM contacts are added
Keep your sales pipelines up to date and streamline your CRM management with this efficient workflow. When a new contact is added in Zoho CRM, it will automatically update the corresponding deal in Zendesk Sell. This way you can save time and ensure that all your contact information is synced and accurate across both platforms.
Keep your sales pipelines up to date and streamline your CRM management with this efficient workflow. When a new contact is added in Zoho CRM, it will automatically update the corresponding deal in Zendesk Sell. This way you can save time and ensure that all your contact information is synced and accurate across both platforms.
- 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!Update Deal
Updates an existing 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