Offri + Zoho CRM

Manage new or updated Zoho CRM contacts by finding and creating/updating contacts in Offri

Keep your Zoho CRM and Offri contacts in sync with this seamless workflow. Whenever a new or updated contact appears in Zoho CRM, this automation will find and create or update the corresponding contact in Offri, ensuring your contacts stay up-to-date across both platforms. Save time and reduce manual data entry errors with this efficient and streamlined contact management solution.

Keep your Zoho CRM and Offri contacts in sync with this seamless workflow. Whenever a new or updated contact appears in Zoho CRM, this automation will find and create or update the corresponding contact in Offri, ensuring your contacts stay up-to-date across both platforms. Save time and reduce manual data entry errors with this efficient and streamlined contact management solution.

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

    TriggerPolling
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact

    Finds and updates a Contact, optionally creates one if it doesn't exist

    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
offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management
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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