Qgiv + Zoho CRM
Create or update Zoho CRM module entries when new Qgiv transactions occur
Easily manage your donor data with this efficient workflow between Qgiv and Zoho CRM. With every new transaction in Qgiv, this automation will create or update a corresponding module entry in your Zoho CRM, keeping your donor information up-to-date. This seamless connection saves you valuable time and ensures accurate records of donor transactions and interactions.
Easily manage your donor data with this efficient workflow between Qgiv and Zoho CRM. With every new transaction in Qgiv, this automation will create or update a corresponding module entry in your Zoho CRM, keeping your donor information up-to-date. This seamless connection saves you valuable time and ensures accurate records of donor transactions and interactions.
- When this happens...New Transaction
Triggers when a new transaction occurs.
- automatically do this!Create/Update Module Entry
Create or update module entries
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New Transaction
Triggers when a new transaction occurs.
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 ItModuleRequired
Try It
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
