Sunsama + Zoho CRM
Create tasks in Sunsama for every new module entry in Zoho CRM
Boost your productivity by linking Zoho CRM and Sunsama. With this workflow, every time a new module entry is added in Zoho CRM, a task is instantly created in Sunsama. This seamless transfer of data simplifies the process of keeping your task list updated and ensures you're always on top of your latest CRM entries. Streamline your work process and stay organized effectively.
Boost your productivity by linking Zoho CRM and Sunsama. With this workflow, every time a new module entry is added in Zoho CRM, a task is instantly created in Sunsama. This seamless transfer of data simplifies the process of keeping your task list updated and ensures you're always on top of your latest CRM entries. Streamline your work process and stay organized effectively.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Task
Creates a new task in Sunsama.
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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
