Tally + Zoho CRM
Update Zoho CRM entries whenever new submissions happen in Tally
Stay on top of your sales activities effortlessly with this efficient automation. When there's a new entry in Tally, your customer information gets swiftly updated in Zoho CRM. This workflow keeps your Zoho CRM data up-to-date, saving your time and allowing your sales team to focus more on closing deals. Boost your productivity and keep your sales momentum at its peak.
Stay on top of your sales activities effortlessly with this efficient automation. When there's a new entry in Tally, your customer information gets swiftly updated in Zoho CRM. This workflow keeps your Zoho CRM data up-to-date, saving your time and allowing your sales team to focus more on closing deals. Boost your productivity and keep your sales momentum at its peak.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Update Module Entry
Update existing entry in the selected 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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