LearnUpon + Zoho CRM
Create portal invites in LearnUpon for new contacts in Zoho CRM
Save time and streamline your onboarding process with this Zoho CRM and LearnUpon automation. When you add a new contact in Zoho CRM, a portal invite will be created in LearnUpon, ensuring your new contacts can access your platform right away. With this seamless workflow, you'll efficiently manage your contacts and enhance their learning experience.
Save time and streamline your onboarding process with this Zoho CRM and LearnUpon automation. When you add a new contact in Zoho CRM, a portal invite will be created in LearnUpon, ensuring your new contacts can access your platform right away. With this seamless workflow, you'll efficiently manage your contacts and enhance their learning experience.
- 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!Create a New Portal Invite
You can use this action to invite users to your portal.
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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
