Steady + Zoho CRM
Create and log activities in Steady for new contacts in Zoho CRM
Easily track your new Zoho CRM contacts in Steady with this efficient workflow. Upon adding a new contact in Zoho CRM, a record activity will be created in Steady, ensuring you stay updated on your team's progress. Say goodbye to manual updates, as this automation keeps your records organized and up-to-date, saving you valuable time for more important tasks.
Easily track your new Zoho CRM contacts in Steady with this efficient workflow. Upon adding a new contact in Zoho CRM, a record activity will be created in Steady, ensuring you stay updated on your team's progress. Say goodbye to manual updates, as this automation keeps your records organized and up-to-date, saving you valuable time for more important tasks.
- When this happens...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.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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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
