Formatter by Zapier + Zoho CRM

Create utilities in Formatter by Zapier from new Zoho CRM module entries

Effortlessly manage your Zoho CRM data by integrating it with Formatter by Zapier. This workflow activates when a new module entry is added in Zoho CRM, and then processes it with the Utilities action in Formatter by Zapier. Keep your data clean, organized, and streamlined without any manual effort, allowing you to focus on other important tasks.

Effortlessly manage your Zoho CRM data by integrating it with Formatter by Zapier. This workflow activates when a new module entry is added in Zoho CRM, and then processes it with the Utilities action in Formatter by Zapier. Keep your data clean, organized, and streamlined without any manual effort, allowing you to focus on other important tasks.

  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!
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    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 Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier
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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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