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Kiflo PRM + Kiflo PRM + Formatter by Zapier + Zoho CRM

Kiflo PRM + Kiflo PRM + Formatter by Zapier + Zoho CRM

Kiflo PRM + Kiflo PRM integrations

Create deals in Zoho CRM for new deals in Kiflo PRM

Keep your deals up to date across platforms, without doubling your workload. This integration automatically creates a new deal in Zoho CRM for every new deal that's created in Kiflo PRM.

  1. When this happens...
    Deal Added
    Deal Added
    Deal AddedTriggers when a new deal is added.
  2. automatically do this...
    Find a Contact
    Find a Contact
    Find a ContactFinds an existing contact.
  3. then do this...
    Utilities
    Utilities
    UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
  4. then do this...
    Create Module Entry
    Create Module Entry
    Create Module EntryCreates a new entry in a module
  5. then do this!
    Update Deal
    Update Deal
    Update DealTriggers when a property on an existing deal is updated.
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More things you can do with these apps

Discover other triggers and actions you can use with Kiflo PRM, Formatter by Zapier, and more

  • Kiflo PRM triggers, actions, and search
    Business Plan Objective Updated

    Triggers when a business plan objective's current value is updated.

    Trigger
    Instant
    Try It
  • Kiflo PRM triggers, actions, and search
    Contact Updated

    Triggers when a property on an existing contact is updated.

    Trigger
    Instant
    Try It
  • Kiflo PRM triggers, actions, and search
    Customer Updated

    Triggers when a new customer is updated.

    Trigger
    Instant
    Try It
  • Kiflo PRM triggers, actions, and search
    Deal Note Added

    Triggers when a new note is added on a deal.

    Trigger
    Instant
    Try It
kiflo-prm logo
About Kiflo PRM
Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels
Related categories
formatter logo
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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zoho-crm logo
About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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