Microsoft SharePoint + Zoho CRM
Create sharepoint list items from new Zoho CRM module entries
Streamline your workflow between Zoho CRM and Microsoft SharePoint with this automation. Whenever a new module entry is added to Zoho CRM, this workflow will instantly create a list item in your designated Microsoft SharePoint. It's a perfect solution for ensuring data consistency across platforms, saving you time from manual data entry.
Streamline your workflow between Zoho CRM and Microsoft SharePoint with this automation. Whenever a new module entry is added to Zoho CRM, this workflow will instantly create a list item in your designated Microsoft SharePoint. It's a perfect solution for ensuring data consistency across platforms, saving you time from manual data entry.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
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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
