Tally + Zoho CRM
Create or update Zoho CRM module entries with new Tally submissions for streamlined management
Effortlessly manage your customer data with this Tally and Zoho CRM integration. When a new submission occurs in the Tally app, this workflow will create or update a module entry in Zoho CRM. Stay organized and save time by streamlining your submission process and maintaining updated customer records.
Effortlessly manage your customer data with this Tally and Zoho CRM integration. When a new submission occurs in the Tally app, this workflow will create or update a module entry in Zoho CRM. Stay organized and save time by streamlining your submission process and maintaining updated customer records.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Select a formRequired
Try ItNew 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 It
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
