Customers.ai + Zoho CRM
Update Zoho CRM module entries effortlessly with new or updated contact attributes from Customers.ai
Stay organized and efficient with this workflow that seamlessly connects Customers.ai and Zoho CRM. When a contact attribute is newly added or updated in Customers.ai, you will instantly see the changes reflected in Zoho CRM with a corresponding module entry being created or updated. This smooth integration enhances data accuracy, ensures your CRM system stays up-to-date, and allows you to dedicate more time to serving your customers rather than updating records.
Stay organized and efficient with this workflow that seamlessly connects Customers.ai and Zoho CRM. When a contact attribute is newly added or updated in Customers.ai, you will instantly see the changes reflected in Zoho CRM with a corresponding module entry being created or updated. This smooth integration enhances data accuracy, ensures your CRM system stays up-to-date, and allows you to dedicate more time to serving your customers rather than updating records.
- When this happens...New or Updated Contact Attribute
Triggers when you add/update a selected custom attribute on a contact.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
