Create new entries in Zoho CRM when new estimates appear in Zoho Invoice
Ensure a smooth workflow between your Zoho Invoice and Zoho CRM with this automation. When a new estimate is generated in Zoho Invoice, this process will instantly create a module entry in Zoho CRM. This not only maintains consistency across your business tools but also boosts efficiency by reducing manual data entry tasks. No longer miss or delay updates in CRM due to pending entries in your invoicing tool.
Ensure a smooth workflow between your Zoho Invoice and Zoho CRM with this automation. When a new estimate is generated in Zoho Invoice, this process will instantly create a module entry in Zoho CRM. This not only maintains consistency across your business tools but also boosts efficiency by reducing manual data entry tasks. No longer miss or delay updates in CRM due to pending entries in your invoicing tool.
- When this happens...New Estimate
Triggers when a New Estimate is Created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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