Jibble + Zoho CRM
Create new Jibble clients from new Zoho CRM contacts
Boost your efficiency by automatically creating a client in Jibble as soon as a new contact emerges in Zoho CRM. This workflow improves client management by streamlining the data entry process, saving time, and ensuring consistency between platforms. Now, you won't have to worry about manually copying and pasting new contact information from your CRM—let this handy workflow do it for you.
Boost your efficiency by automatically creating a client in Jibble as soon as a new contact emerges in Zoho CRM. This workflow improves client management by streamlining the data entry process, saving time, and ensuring consistency between platforms. Now, you won't have to worry about manually copying and pasting new contact information from your CRM—let this handy workflow do it for you.
- When this happens...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.
- automatically do this!Create Client
Creates a Client
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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
