Magentrix + Zoho CRM
Create Magentrix entity records for new Zoho CRM contacts
Effortlessly manage your customer data across platforms with this workflow that connects Zoho CRM and Magentrix. When a new contact is added to Zoho CRM, an Entity Record will be created in your Magentrix app, ensuring an organized and streamlined process for maintaining up-to-date information on your clients. Say goodbye to tedious manual entry and benefit from seamless data transfer between these essential tools.
Effortlessly manage your customer data across platforms with this workflow that connects Zoho CRM and Magentrix. When a new contact is added to Zoho CRM, an Entity Record will be created in your Magentrix app, ensuring an organized and streamlined process for maintaining up-to-date information on your clients. Say goodbye to tedious manual entry and benefit from seamless data transfer between these essential tools.
- When this happens...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.
- automatically do this!Create Entity Record
Creates a new record of your chosen Entity Type.
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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
