FileInvite + Zoho CRM

Add new Zoho CRM contacts to FileInvite as persons

Effortlessly manage your contacts from Zoho CRM by adding them as new persons in FileInvite. With this streamlined workflow, every time a new contact is added in Zoho CRM, a person will be created in FileInvite, ensuring that your data is organized and up-to-date. Save time and reduce manual data entry while keeping your systems in sync.

Effortlessly manage your contacts from Zoho CRM by adding them as new persons in FileInvite. With this streamlined workflow, every time a new contact is added in Zoho CRM, a person will be created in FileInvite, ensuring that your data is organized and up-to-date. Save time and reduce manual data entry while keeping your systems in sync.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    FileInviteFileInvite
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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.

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

    New 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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
zoho-crm logo
zoho-crm logo

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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