Create Seidat shared links for new or updated Zoho CRM contacts
Keep your Zoho CRM contacts in the loop with this seamless workflow. Whenever you add or update a contact in Zoho CRM, this automation will create a shared link in Seidat, ensuring your contacts can access important content with ease. Save time and enhance your customer engagement by streamlining this process.
Keep your Zoho CRM contacts in the loop with this seamless workflow. Whenever you add or update a contact in Zoho CRM, this automation will create a shared link in Seidat, ensuring your contacts can access important content with ease. Save time and enhance your customer engagement by streamlining this 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 Shared Link
Creates a new shared link for the presentation.
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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