Formatter by Zapier + Zoho CRM

Process new/updated Zoho CRM module entries with Formatter by Zapier utilities

Keep your data organized and easily accessible with this workflow. When a new or updated module entry occurs in Zoho CRM, this automation will use Formatter by Zapier's Utilities action to format it according to your preferences. Save time and ensure your information is always up to date and ready for analysis.

Keep your data organized and easily accessible with this workflow. When a new or updated module entry occurs in Zoho CRM, this automation will use Formatter by Zapier's Utilities action to format it according to your preferences. Save time and ensure your information is always up to date and ready for analysis.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    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
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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier
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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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