Create to-dos in Things for new or updated contacts in Zoho CRM
Stay on top of your contact management with this efficient workflow between Zoho CRM and Things. Every time a new or updated contact is added in Zoho CRM, a to-do item will be created in the Things app, ensuring you never miss a follow-up or important task related to your contacts. Simplify your process and improve organization with this seamless automation.
Stay on top of your contact management with this efficient workflow between Zoho CRM and Things. Every time a new or updated contact is added in Zoho CRM, a to-do item will be created in the Things app, ensuring you never miss a follow-up or important task related to your contacts. Simplify your process and improve organization with this seamless automation.
- When this happens...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.
- 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