DoubleTick + Zoho CRM
Create new Zoho CRM entries from incoming DoubleTick messages
Boost your customer relationship management workflow with this automation that activates once a message is received in the DoubleTick app. It swiftly creates a new module entry in your Zoho CRM, helping you to maintain a record of every client interaction promptly and efficiently. Take advantage of this streamlined process to enhance your customer service experience and maintain a meticulous database, hassle-free.
Boost your customer relationship management workflow with this automation that activates once a message is received in the DoubleTick app. It swiftly creates a new module entry in your Zoho CRM, helping you to maintain a record of every client interaction promptly and efficiently. Take advantage of this streamlined process to enhance your customer service experience and maintain a meticulous database, hassle-free.
- When this happens...Message Received
Triggers when a new message is received.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Message Received
Triggers when a new message is received.
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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.
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