SalesOptima Core + Zoho CRM
Update Zoho CRM entries when contacts are modified in SalesOptima
Keep your customer data updated across all platforms with this efficient SalesOptima to Zoho CRM workflow. Whenever a contact is modified in SalesOptima, this automation instantly updates the corresponding entry in your Zoho CRM. This way, you’re always on top of any changes in your contact's information, improving your customer relationships and sales management strategies.
Keep your customer data updated across all platforms with this efficient SalesOptima to Zoho CRM workflow. Whenever a contact is modified in SalesOptima, this automation instantly updates the corresponding entry in your Zoho CRM. This way, you’re always on top of any changes in your contact's information, improving your customer relationships and sales management strategies.
- When this happens...Contact Modified
Triggers when a contact is added, edited, or deleted in SalesOptima.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Contact PropertiesRequired
Try ItLinkCodeRequired
Contact SettingsRequired
Contact OverwriteRequired
ContactId
First Name
Last Name
Salutation
Title
Company Name
Address 1
Address 2
Address 3
City
State
Zip
Country
Phone
Home Phone
Check Duplicates by Phone
Mobile
Check Duplicates by Mobile
Other Phone
Fax
Other Fax
Email
Email 2
Email 3
Website
Comments Title
Comments
Custom 1
Custom 2
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Custom 5
Custom 6
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Check 1
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Check 5
Check 6
Class 1
Class 2
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Custom Date 1 Title
Custom Date 1
Custom Date 2 Title
Custom Date 2
Custom Date 3 Title
Custom Date 3
Custom Text 1
Custom Text 2
Custom Text 3
Add Tag
Force Owner
Referral URL
Text Message Opt In
Email Info Compliance Text
Email Info Subscribe
Email Promo Subscribe
Email Promo Compliance Text
Metric Title 1
Metric Value 1
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Metric Value 2
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Note Type Code
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Note 1
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Multi Comments 1 Title
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Multi Comments 10
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 It
Select an EventRequired
Contact PropertiesRequired
Try ItNew 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 It
