Zenlist + Zoho CRM
Create or update Zoho CRM module entries from new and updated Zenlist clients
Keep track of all your Zenlist clients with ease in Zoho CRM. This workflow enables an immediate update in Zoho CRM each time there's a new or updated client in Zenlist. It ensures your Zoho CRM always reflects the most recent client information, saving you the time and hassle of manual data entry. Make client management seamless with this Zenlist to Zoho CRM automation.
Keep track of all your Zenlist clients with ease in Zoho CRM. This workflow enables an immediate update in Zoho CRM each time there's a new or updated client in Zenlist. It ensures your Zoho CRM always reflects the most recent client information, saving you the time and hassle of manual data entry. Make client management seamless with this Zenlist to Zoho CRM automation.
- When this happens...New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItNew 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.
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New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
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.
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