Planning Center + Zoho CRM
Create or update Zoho CRM module entries from new Planning Center list results
Enhance your CRM capabilities by connecting Planning Center to Zoho CRM with this workflow. When a new list result appears in Planning Center, it triggers an immediate creation or update of a module entry in Zoho CRM. This seamless process ensures your contact management is always up-to-date and reduces the manual work involved. It's a smart way to streamline your tasks and focus on building stronger customer relationships.
Enhance your CRM capabilities by connecting Planning Center to Zoho CRM with this workflow. When a new list result appears in Planning Center, it triggers an immediate creation or update of a module entry in Zoho CRM. This seamless process ensures your contact management is always up-to-date and reduces the manual work involved. It's a smart way to streamline your tasks and focus on building stronger customer relationships.
- When this happens...New List Result
Triggers when the specified List has a new Person added.
- automatically do this!Create/Update Module Entry
Create or update module entries
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