Cassidy + Zoho CRM
Run workflows in Cassidy for new module entries in Zoho CRM
Boost your productivity by integrating Zoho CRM and Cassidy. With this efficient workflow, whenever there's a new module entry in Zoho CRM, it prompts Cassidy to kick-start a specific workflow. This process not only reduces manual tasks but also ensures your Cassidy processes are in line with your Zoho CRM entries.
Boost your productivity by integrating Zoho CRM and Cassidy. With this efficient workflow, whenever there's a new module entry in Zoho CRM, it prompts Cassidy to kick-start a specific workflow. This process not only reduces manual tasks but also ensures your Cassidy processes are in line with your Zoho CRM entries.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Run Workflow
Run a Cassidy Workflow and access the results.
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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
