JobTread + Zoho CRM
Create new JobTread customers from new or updated Zoho CRM module entries
Effortlessly streamline your workflow between Zoho CRM and JobTread with this time-saving automation. Once set up, each time there's a new or updated module entry in Zoho CRM, a customer will be created in JobTread. This ensures that your JobTread records always match the latest information in your CRM, granting you a more efficient and accurate business management system.
Effortlessly streamline your workflow between Zoho CRM and JobTread with this time-saving automation. Once set up, each time there's a new or updated module entry in Zoho CRM, a customer will be created in JobTread. This ensures that your JobTread records always match the latest information in your CRM, granting you a more efficient and accurate business management system.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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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
