Postal.io + Zoho CRM
Create or update Zoho CRM entries when new postals are sent in Postal.io
Effortlessly keep your CRM updated with this intuitive workflow. Whenever a new piece of postal mail is sent through your Postal.io system, relevant data gets instantly uploaded or refreshed in your Zoho CRM. This allows your sales and customer service teams to always have the most current information at their fingertips. Increase operational efficiency and build stronger relationships with this effective automation.
Effortlessly keep your CRM updated with this intuitive workflow. Whenever a new piece of postal mail is sent through your Postal.io system, relevant data gets instantly uploaded or refreshed in your Zoho CRM. This allows your sales and customer service teams to always have the most current information at their fingertips. Increase operational efficiency and build stronger relationships with this effective automation.
- When this happens...New Postal Sent
Triggers when an order is placed through our marketplace.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Send Item Status
Triggers when an item is low stock, out of stock, disabled.
Try ItCampaign Status
Triggers when the status of a campaign has changed.
Try ItIntegration Status
Triggers when an integration has been turned on, off, or disconnected.
Try ItNew Approved Item
Triggers when a new item has been added to your Items in the Marketplace.
Try It
Budget Status
Triggers when the budget is below the alert threshold set under Settings.
Try ItGet Postal Status
Triggers when the item has been redeemed, has not been redeemed, or is about to expire.
Try ItNew Event Registrant
Triggers when an attendee registers for a Postal Event.
Try ItNew Postal Sent
Triggers when an order is placed through our marketplace.
Try It
