Clockify + Zoho CRM
Create clients in Clockify from new or updated module entries in Zoho CRM
Streamline your client management and time tracking tasks with this efficient workflow. Whenever there's a new or updated module entry in Zoho CRM, client profiles are created in Clockify correspondingly. This not only saves time but also ensures that your data across both platforms remain updated and consistent. An excellent system for those seeking to improve their client management process while optimizing productivity.
Streamline your client management and time tracking tasks with this efficient workflow. Whenever there's a new or updated module entry in Zoho CRM, client profiles are created in Clockify correspondingly. This not only saves time but also ensures that your data across both platforms remain updated and consistent. An excellent system for those seeking to improve their client management process while optimizing productivity.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Client
Creates a client on a specified workspace.
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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
