SharpSpring + Zoho CRM
Update SharpSpring leads when Zoho CRM module entries are updated
Keep your customer relationship management updated with this enhanced workflow. When you make changes to a module entry in Zoho CRM, this workflow springs into action, simultaneously creating or updating a lead in SharpSpring. It eases the process of information transfer, ensuring your leads stay up-to-date across platforms, thereby boosting your efficiency and maintaining consistent data throughout.
Keep your customer relationship management updated with this enhanced workflow. When you make changes to a module entry in Zoho CRM, this workflow springs into action, simultaneously creating or updating a lead in SharpSpring. It eases the process of information transfer, ensuring your leads stay up-to-date across platforms, thereby boosting your efficiency and maintaining consistent data throughout.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Create/Update Lead
Create a Lead in SharpSpring or update by email address.
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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
