Bonjoro + Zoho CRM
Create tasks in Bonjoro for new module entries in Zoho CRM
Switch to a more efficient workflow between Zoho CRM and Bonjoro with this automation. Whenever a new module entry update happens in Zoho CRM, a corresponding task is created in Bonjoro as a response. This process saves time and ensures no new additions in your CRM go unnoticed on Bonjoro.
Switch to a more efficient workflow between Zoho CRM and Bonjoro with this automation. Whenever a new module entry update happens in Zoho CRM, a corresponding task is created in Bonjoro as a response. This process saves time and ensures no new additions in your CRM go unnoticed on Bonjoro.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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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
