Dashly + Zoho CRM

Create Zoho CRM module entries for new Dashly events

Easily manage your customer relations process with this simple workflow. When a new event occurs in Dashly, it instantly creates a module entry in Zoho CRM. This seamless connection ensures you never miss crucial customer events and constantly updates your module entries in Zoho CRM, saving you time and streamlining your business process. Optimize your customer engagement strategy by keeping your CRM data fresh and accurate at all times.

Easily manage your customer relations process with this simple workflow. When a new event occurs in Dashly, it instantly creates a module entry in Zoho CRM. This seamless connection ensures you never miss crucial customer events and constantly updates your module entries in Zoho CRM, saving you time and streamlining your business process. Optimize your customer engagement strategy by keeping your CRM data fresh and accurate at all times.

  1. When this happens...
    DashlyDashly
    New Event

    Triggers when new event occurs.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Dashly UIDRequired

    • Event NameRequired

    • Event Params

    • By User ID

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
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About Dashly

Dashly turns visitors into customers with data-driven conversation and marketing.

Related categories

  • Marketing Automation

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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