Create or update PersistIQ prospects from new or updated Zoho CRM contacts
Keep your sales pipeline up to date and never miss a beat with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, it will create or update a prospect in PersistIQ, ensuring your sales efforts are always in sync. Save time and maintain accurate data by automating your contact management between both platforms.
Keep your sales pipeline up to date and never miss a beat with this efficient workflow. Whenever a new or updated contact is detected in Zoho CRM, it will create or update a prospect in PersistIQ, ensuring your sales efforts are always in sync. Save time and maintain accurate data by automating your contact management between both platforms.
- When this happens...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.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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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