GovSpend + Zoho CRM
Create or update Zoho CRM accounts with new tagged purchase orders in GovSpend
With this integration, you'll easily create an account in Zoho CRM, or update an existing account, to stay on top of your purchase order workflows. Set this up and, as soon as a new tag is assigned to a GovSpend PO, your Zoho CRM data will be automatically updated with the relevant details.
With this integration, you'll easily create an account in Zoho CRM, or update an existing account, to stay on top of your purchase order workflows. Set this up and, as soon as a new tag is assigned to a GovSpend PO, your Zoho CRM data will be automatically updated with the relevant details.
- When this happens...PO Tagged
Triggers when a PO (Purchase Order) is tagged in GovSpend.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Bid Tagged
Triggers when a bid is tagged in GovSpend.
Try ItPO Tagged
Triggers when a PO (Purchase Order) is tagged in GovSpend.
Try ItNew 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 It
Contact Tagged
Triggers when a contact is tagged in GovSpend.
Try ItNew 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 It
