Add tags to Common Room members when new Zoho CRM contacts are created
Easily keep your contact list updated and organized with this efficient workflow. When a new contact is added in Zoho CRM, it will automatically tag the member in Common Room, allowing you to seamlessly group and manage your contacts in one place. Save valuable time by eliminating the manual work of managing and organizing contacts across the two platforms.
Easily keep your contact list updated and organized with this efficient workflow. When a new contact is added in Zoho CRM, it will automatically tag the member in Common Room, allowing you to seamlessly group and manage your contacts in one place. Save valuable time by eliminating the manual work of managing and organizing contacts across the two platforms.
- 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!Add Tags to Common Room Contact
Add new or existing tags to a contact in your room.
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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