GatherUp + Zoho CRM
Create GatherUp customers from new Zoho CRM contacts
Effortlessly manage your new contacts and streamline your customer onboarding process with this workflow. When a new contact is added to your Zoho CRM, it will also create a customer in GatherUp, ensuring that your customer information stays organized and up-to-date across both platforms. Save time and stay focused on building relationships with your customers while this automation takes care of the data management.
Effortlessly manage your new contacts and streamline your customer onboarding process with this workflow. When a new contact is added to your Zoho CRM, it will also create a customer in GatherUp, ensuring that your customer information stays organized and up-to-date across both platforms. Save time and stay focused on building relationships with your customers while this automation takes care of the data management.
- When this happens...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.
- automatically do this!Create Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
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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
