Zoho CRM + Zoho WorkDrive
Upload new module entries from Zoho CRM to Zoho WorkDrive as files
Simplify your data management process with this effortless workflow. Every time you add a new module in your Zoho CRM, the corresponding file is uploaded to your Zoho WorkDrive. This automation saves you time and ensures the efficient organization of your CRM data on your WorkDrive, so you can focus on critical business tasks.
Simplify your data management process with this effortless workflow. Every time you add a new module in your Zoho CRM, the corresponding file is uploaded to your Zoho WorkDrive. This automation saves you time and ensures the efficient organization of your CRM data on your WorkDrive, so you can focus on critical business tasks.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Upload File
Uploads an existing file or attachment.
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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
