TaxDome + Zoho CRM
Create or update Zoho CRM entries when new contacts emerge in TaxDome
Ensure your Zoho CRM always contains your TaxDome contact details with this workflow. Whenever a new contact is added in TaxDome, the system will instantly add or update that contact's information in your Zoho CRM. This process ensures your records are always up-to-date, eliminating the need for manual data entry and facilitating seamless collaboration within your team.
Ensure your Zoho CRM always contains your TaxDome contact details with this workflow. Whenever a new contact is added in TaxDome, the system will instantly add or update that contact's information in your Zoho CRM. This process ensures your records are always up-to-date, eliminating the need for manual data entry and facilitating seamless collaboration within your team.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Delete Account
Triggers when an account is deleted
Try ItNew Account
Triggers when a new account is created
Try ItUpdate Account
Triggers when an account is updated
Try ItCreate Account
Creates an Account in TaxDome
Deleted Contact
Triggers when a contact is deleted.
Try ItNew Contact
Triggers when a new contact is created.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Tags
Linked accounts
