OneClick Code + Zoho CRM
Create OneClick Code projects for new contacts in Zoho CRM contacts
Do you want to have instant access to the most recently adopted roofing codes and sales tax information for each of your new contacts? This integration will automatically create a new project for you and your team, allowing everyone to save time on each and every contact.
Do you want to have instant access to the most recently adopted roofing codes and sales tax information for each of your new contacts? This integration will automatically create a new project for you and your team, allowing everyone to save time on each and every contact.
- 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 Code Report
Creates a new code report.
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- 14 day trial for premium features & apps
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
