Textline + Zoho CRM
Create or update Textline contacts from new Zoho CRM leads
Stay on top of your new leads in Zoho CRM with this workflow that seamlessly updates the contact in Textline. By ensuring all potential clients are easily reachable, it enhances your business communication and minimizes the possibility of missing out on important leads.
Stay on top of your new leads in Zoho CRM with this workflow that seamlessly updates the contact in Textline. By ensuring all potential clients are easily reachable, it enhances your business communication and minimizes the possibility of missing out on important leads.
- When this happens...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.
- automatically do this!Create/Update Contact
Creates or updates an entry in your Textline address book.
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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.
Try It
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.
Try ItModuleRequired
Try ItModuleRequired
Try It
