Sage Sales Management + Zoho CRM
Create ForceManager accounts for new Zoho CRM contacts
Effortlessly maintain your CRM and sales management records in sync with this Zoho CRM and ForceManager workflow. When a new contact is added in Zoho CRM, an account will be created in ForceManager, saving you the time of manual data entry and ensuring seamless collaboration across both platforms. Keep your sales team focused on closing deals with this streamlined automation.
Effortlessly maintain your CRM and sales management records in sync with this Zoho CRM and ForceManager workflow. When a new contact is added in Zoho CRM, an account will be created in ForceManager, saving you the time of manual data entry and ensuring seamless collaboration across both platforms. Keep your sales team focused on closing deals with this streamlined automation.
- When this happens...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.
- automatically do this!Create Account
Creates a new account.
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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
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.
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 ItModuleRequired
Try It
