Affinity + Zoho CRM
Update Affinity entities when Zoho CRM module entries are updated
Effortlessly maintain consistency between your Affinity and Zoho CRM records with this seamless workflow. When you update a module entry in Zoho CRM, it instantly updates the corresponding entity in Affinity, eliminating the need for manual data transfers. Keep your data up-to-date across both platforms and streamline your business processes.
Effortlessly maintain consistency between your Affinity and Zoho CRM records with this seamless workflow. When you update a module entry in Zoho CRM, it instantly updates the corresponding entity in Affinity, eliminating the need for manual data transfers. Keep your data up-to-date across both platforms and streamline your business processes.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Update an Entity
Update the global or list fields of a person, organization, or opportunity.
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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
