Inperson + Zoho CRM
Export new Inperson connections and create module entries in Zoho CRM
Streamline your business processes with this workflow between Inperson and Zoho CRM. Each time a connection is exported in Inperson, a new module entry is instantly created in Zoho CRM. This automatic, seamless connection allows you to manage your connections and CRM actions much more efficiently, saving you time and improving overall productivity.
Streamline your business processes with this workflow between Inperson and Zoho CRM. Each time a connection is exported in Inperson, a new module entry is instantly created in Zoho CRM. This automatic, seamless connection allows you to manage your connections and CRM actions much more efficiently, saving you time and improving overall productivity.
- When this happens...Connections Exported
Triggers when you export your connections in the Inperson app.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Connections Exported
Triggers when you export your connections in the Inperson app.
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 ItModuleRequired
Try It
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
