Connect GuideCX to Zoho CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- NameRequired
- Customer Domain
- Project Manager Email
- Project End Date
- Template SKUs
- Template Execution
- Referring Object Id
- External ID
- Task IDRequired
- NoteRequired
- Author
- Internal Only
- Assignee Email
- Priority
- Project Status
- Responsibility
- StatusRequired
- Task Type
- 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.
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Related categories
Related categories