MaintainX + Zoho CRM

Create new work requests in MaintainX for each new module entry in Zoho CRM

Speed up your business processes with this efficient workflow. When a new module entry is added in Zoho CRM, a corresponding work request is instantly created in MaintainX. This seamless integration helps avoid manual data entry, ensuring all your business information is up-to-date across all platforms. Streamline your operations and improve efficiency with this simple automation.

Speed up your business processes with this efficient workflow. When a new module entry is added in Zoho CRM, a corresponding work request is instantly created in MaintainX. This seamless integration helps avoid manual data entry, ensuring all your business information is up-to-date across all platforms. Streamline your operations and improve efficiency with this simple automation.

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

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

    TriggerInstant
  2. automatically do this!
    MaintainXMaintainX
    Create Work Request

    Creates a new Work Request.

    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 MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.
Learn more

Related categories

  • Task Management
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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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