SyndicationPro + Zoho CRM
Create or update Zoho CRM modules with new or updated contacts from SyndicationPro
With this workflow setup, each time you update or create a new contact in SyndicationPro, a corresponding module entry is created in Zoho CRM. This automation helps you swiftly update your CRM, saving you valuable time and improving accuracy, ensuring that your contact data in Zoho CRM is always up to date with your latest syndication activities.
With this workflow setup, each time you update or create a new contact in SyndicationPro, a corresponding module entry is created in Zoho CRM. This automation helps you swiftly update your CRM, saving you valuable time and improving accuracy, ensuring that your contact data in Zoho CRM is always up to date with your latest syndication activities.
- When this happens...Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
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Email AddressRequired
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.
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First Name
Last Name
EmailRequired
Phone Number
Residency
Date of Birth
Nickname
Self Accreditation
Verified Account
Investment Capacity
How did you hear about us
Send Invitation EmailRequired
First Name
Last Name
Phone Number
Email AddressRequired
Self Accreditation
Verified Account
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.
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