Microsoft SharePoint + Zoho CRM
Create sharepoint list items for new or updated Zoho CRM leads
Stay ahead of your sales game with this efficient workflow. Now, whenever a new or updated lead emerges in your Zoho CRM, it instantly creates a list item in your Microsoft SharePoint. This nifty business process not only keeps your team updated with real-time information but also affords you more time to focus on other more important tasks. Optimize your lead management effectively and swiftly with this seamless integration!
Stay ahead of your sales game with this efficient workflow. Now, whenever a new or updated lead emerges in your Zoho CRM, it instantly creates a list item in your Microsoft SharePoint. This nifty business process not only keeps your team updated with real-time information but also affords you more time to focus on other more important tasks. Optimize your lead management effectively and swiftly with this seamless integration!
- When this happens...New 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.
- automatically do this!Update List Item
Updates an existing item in a list.
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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
