Things + Zoho CRM
Create new to-dos in Things for new or updated module entries in Zoho CRM
Keep track of your CRM updates effectively with this streamlined workflow. Each time a Zoho CRM module gets a new entry or an update, a complementary To-Do is instantly fashioned in the Things app. This process assists in maintaining an efficient tally of your commitments, transforming your task management into a smooth operation.
Keep track of your CRM updates effectively with this streamlined workflow. Each time a Zoho CRM module gets a new entry or an update, a complementary To-Do is instantly fashioned in the Things app. This process assists in maintaining an efficient tally of your commitments, transforming your task management into a smooth operation.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- 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
