Qgiv + Zoho CRM
Create new Zoho CRM module entries from new Qgiv transactions
When a new transaction occurs in Qgiv, this workflow efficiently adds a new entry in your Zoho CRM. It presents a seamless method for keeping your CRM updated with Qgiv financial data. No more manual data entry needed, this automation saves you time and reduces errors, ensuring all your financial data is consistently up-to-date in your CRM.
When a new transaction occurs in Qgiv, this workflow efficiently adds a new entry in your Zoho CRM. It presents a seamless method for keeping your CRM updated with Qgiv financial data. No more manual data entry needed, this automation saves you time and reduces errors, ensuring all your financial data is consistently up-to-date in your CRM.
- When this happens...New Transaction
Triggers when a new transaction occurs.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
