Connect Swordfish.ai to Zoho CRM and automate any workflow
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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.
- Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try It - First Name
- Middle Name
- Last Name
- Full Name
- Social profile
- Title
- Company Name
- CIty
- State
- Country
- Zipcode
- Email
- Phone
- Must haveRequired
- 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 It - ModuleRequired
Try It
- Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try It - Social profile
- Must haveRequired
- 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 It - New 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 It