TaxDome + Zoho CRM
Update Zoho CRM module entries when contacts are updated in TaxDome
Keep your contacts in TaxDome and Zoho CRM always up-to-date with this effective workflow. Whenever a contact is altered in your TaxDome system, the changes made are instantly reflected in your Zoho CRM account, thanks to this automation. This set up ensures that your contact details are always accurate and aligned across both platforms, allowing you to manage your customer relationships effectively without redundant data entry.
Keep your contacts in TaxDome and Zoho CRM always up-to-date with this effective workflow. Whenever a contact is altered in your TaxDome system, the changes made are instantly reflected in your Zoho CRM account, thanks to this automation. This set up ensures that your contact details are always accurate and aligned across both platforms, allowing you to manage your customer relationships effectively without redundant data entry.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Delete Account
Triggers when an account is deleted
Try ItNew Account
Triggers when a new account is created
Try ItUpdate Account
Triggers when an account is updated
Try ItCreate Account
Creates an Account in TaxDome
Deleted Contact
Triggers when a contact is deleted.
Try ItNew Contact
Triggers when a new contact is created.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Tags
Linked accounts
