Things + Zoho CRM
Create to-dos in Things for new contacts in Zoho CRM
Efficiently manage your new contacts and stay organized with this simple workflow. When a new contact is added in Zoho CRM, a to-do item will be created in the Things app, ensuring you never miss out on important tasks related to your newly added contacts. Spend less time managing your tasks and more time building relationships with your contacts.
Efficiently manage your new contacts and stay organized with this simple workflow. When a new contact is added in Zoho CRM, a to-do item will be created in the Things app, ensuring you never miss out on important tasks related to your newly added contacts. Spend less time managing your tasks and more time building relationships with your contacts.
- 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 To-Do
Adds a new to-do to your Things Inbox.
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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
