Cloudia + Zoho CRM
Update Zoho CRM module entries when customers are updated in Cloudia
Stay updated on your customers' progress in Cloudia with this workflow. When details are modified in Cloudia, it instantly updates or creates a corresponding module entry in Zoho CRM. This way, your client data remains consistent across both platforms, ensuring you always have the most current information for effective relationship management and decision making. This seamless process eliminates manual data entry, saving time and reducing the chance of errors.
Stay updated on your customers' progress in Cloudia with this workflow. When details are modified in Cloudia, it instantly updates or creates a corresponding module entry in Zoho CRM. This way, your client data remains consistent across both platforms, ensuring you always have the most current information for effective relationship management and decision making. This seamless process eliminates manual data entry, saving time and reducing the chance of errors.
- When this happens...Customer Updated
Triggers when any customer data is updated.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Clinic
Try ItClinic
Try ItNew 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 It
Clinic
Try ItClínic
Try ItNew 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 It
