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Zoho Analytics + Zoho CRM

Add rows in Zoho Analytics for new or updated contacts in Zoho CRM

Keep your Zoho CRM contacts in sync with your Zoho Analytics data by setting up this efficient automation. Whenever a new or updated contact appears in Zoho CRM, a corresponding row will be added in Zoho Analytics, making sure that all your data is seamlessly up-to-date. This workflow ensures accurate contact information throughout your system, allowing you to make well-informed decisions based on the latest data available.

Keep your Zoho CRM contacts in sync with your Zoho Analytics data by setting up this efficient automation. Whenever a new or updated contact appears in Zoho CRM, a corresponding row will be added in Zoho Analytics, making sure that all your data is seamlessly up-to-date. This workflow ensures accurate contact information throughout your system, allowing you to make well-informed decisions based on the latest data available.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    Zoho AnalyticsZoho Analytics
    Add Row

    Adds a new row in a Zoho Analytics table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
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About Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.
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Related categories

  • Analytics
  • Zoho
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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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  • Add new Zoho CRM contacts to Zoho Analytics as rows for seamless data tracking

 

  • Update rows in Zoho Analytics when new contacts are added in Zoho CRM

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