Zoho CRM + Zoho Desk
Create Zoho Desk accounts for new or updated Zoho CRM contacts
Keep your customer information updated across platforms with this efficient workflow. When new or updated contact information appears in Zoho CRM, it instantly creates an account in Zoho Desk. Stay organized and maintain accurate customer records in both systems to save time and streamline your customer management process.
Keep your customer information updated across platforms with this efficient workflow. When new or updated contact information appears in Zoho CRM, it instantly creates an account in Zoho Desk. Stay organized and maintain accurate customer records in both systems to save time and streamline your customer management process.
- 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!Create Account
Creates a new account.
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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
