Update Zoho CRM entries each time a new Zoho Invoice payment is processed
Improve your Zoho CRM data quality with this efficient workflow. Once you receive a customer payment in Zoho Invoice, this workflow immediately updates the corresponding module entry in Zoho CRM. This way, your customer payment information is always accurate and up-to-date in your CRM, helping to streamline your finance and sales process.
Improve your Zoho CRM data quality with this efficient workflow. Once you receive a customer payment in Zoho Invoice, this workflow immediately updates the corresponding module entry in Zoho CRM. This way, your customer payment information is always accurate and up-to-date in your CRM, helping to streamline your finance and sales process.
- When this happens...Customer Payment
Triggers when Customer pays.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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