Create or update Zoho CRM module entries when new visits happen in DocSend
Stay on top of client interactions with this efficient workflow between DocSend and Zoho CRM. Every time a new visit takes place in DocSend, this automation promptly updates or creates a new module entry in your Zoho CRM. Hence, your client data is always up-to-date, ensuring immediate follow-ups and nurturing fruitful relationships.
Stay on top of client interactions with this efficient workflow between DocSend and Zoho CRM. Every time a new visit takes place in DocSend, this automation promptly updates or creates a new module entry in your Zoho CRM. Hence, your client data is always up-to-date, ensuring immediate follow-ups and nurturing fruitful relationships.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItNew 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
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New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
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Try ItNew 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.
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