Create or update Bigin by Zoho CRM contacts when new messages are received in DoubleTick
When you receive new messages in the DoubleTick app, this workflow ensures that your Bigin by Zoho CRM is immediately updated or a new contact is created. It saves time by managing your contacts for you, facilitating your communication efforts and ensuring you have all essential information in one place. This workflow is designed to enhance efficiency and accuracy in your customer relationship management.
When you receive new messages in the DoubleTick app, this workflow ensures that your Bigin by Zoho CRM is immediately updated or a new contact is created. It saves time by managing your contacts for you, facilitating your communication efforts and ensuring you have all essential information in one place. This workflow is designed to enhance efficiency and accuracy in your customer relationship management.
- When this happens...Message Received
Triggers when a new message is received.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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