Brex + Zoho CRM
Create cards in Brex for every new module entry in Zoho CRM
When a new entry occurs in your Zoho CRM, this workflow instantly creates a related card in your Brex app. It's an effective way to keep track of new client information, making it easier for sales teams and customer service reps to manage relations. Let this process save you time and maintain a streamlined flow of information between your business systems.
When a new entry occurs in your Zoho CRM, this workflow instantly creates a related card in your Brex app. It's an effective way to keep track of new client information, making it easier for sales teams and customer service reps to manage relations. Let this process save you time and maintain a streamlined flow of information between your business systems.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Card
Creates a card
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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
