Offri + Zoho CRM

Create new Offri contacts for every new Zoho CRM contact

Ensure efficient data management with this workflow that activates whenever there's a new contact in your Zoho CRM. It instantly populates that contact information into the Offri app, saving you from manual data entry. This seamless bridge between Zoho CRM and Offri streamlines your process, helps you manage contacts efficiently, and keeps your customer information updated across platforms.

Ensure efficient data management with this workflow that activates whenever there's a new contact in your Zoho CRM. It instantly populates that contact information into the Offri app, saving you from manual data entry. This seamless bridge between Zoho CRM and Offri streamlines your process, helps you manage contacts efficiently, and keeps your customer information updated across platforms.

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

    TriggerPolling
  2. automatically do this!
    OffriOffri
    Create Contact

    Creates a contact.

    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 Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management
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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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