Tally + Zoho CRM
Create Zoho CRM module entries from new Tally submissions
Streamline your lead management process with this seamless Tally and Zoho CRM integration. When a new submission is received in Tally, this workflow creates a module entry in Zoho CRM, keeping your information up-to-date effortlessly. Focus on building customer relationships while this automation takes care of maintaining accurate data in your CRM.
Streamline your lead management process with this seamless Tally and Zoho CRM integration. When a new submission is received in Tally, this workflow creates a module entry in Zoho CRM, keeping your information up-to-date effortlessly. Focus on building customer relationships while this automation takes care of maintaining accurate data in your CRM.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
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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.
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