FIN Compliance + Zoho CRM
Create calendar tasks in FIN Compliance for new or updated contacts in Zoho CRM
Effortlessly streamline your client relationship management with this workflow that connects Zoho CRM and FIN Compliance. When a new or updated contact occurs in Zoho CRM, a calendar task will be created in FIN Compliance, ensuring that your team stays informed and on track with important events and tasks related to your contacts. Improve efficiency and coordination by automating this crucial process.
Effortlessly streamline your client relationship management with this workflow that connects Zoho CRM and FIN Compliance. When a new or updated contact occurs in Zoho CRM, a calendar task will be created in FIN Compliance, ensuring that your team stays informed and on track with important events and tasks related to your contacts. Improve efficiency and coordination by automating this crucial process.
- When this happens...New 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.
- automatically do this!Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
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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
