Mobile Tech RX + Zoho CRM
Create Zoho CRM module entries for new or updated clients in Mobile Tech RX
Streamline your client management by integrating Mobile Tech RX with your Zoho CRM. With this automation, every time a new client is created or updated in Mobile Tech RX, it generates a corresponding entry in your Zoho CRM. This ensures your customer details are always up-to-date and enables a smoother sales process by reducing unnecessary manual data transfers. All the crucial information you need is immediately available in your CRM, making client relationship management more efficient.
Streamline your client management by integrating Mobile Tech RX with your Zoho CRM. With this automation, every time a new client is created or updated in Mobile Tech RX, it generates a corresponding entry in your Zoho CRM. This ensures your customer details are always up-to-date and enables a smoother sales process by reducing unnecessary manual data transfers. All the crucial information you need is immediately available in your CRM, making client relationship management more efficient.
- When this happens...Client Created/Updated
Triggers when major changes occur to a client, including creation.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Client Created
Triggers when a client is first created.
Try ItClient Created/Updated
Triggers when major changes occur to a client, including creation.
Try ItEstimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Try ItEstimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Try It
