Timely + Zoho CRM
Create or update Zoho CRM module entries when new customer triggers happen in Timely
Boost your customer relationship management efficiency with this automation. Whenever a new customer event occurs in Timely, a corresponding module entry is immediately created or updated in your Zoho CRM. This workflow ensures all your customer information and interactions remain up-to-date, enhancing your customer engagement and tracking efforts.
Boost your customer relationship management efficiency with this automation. Whenever a new customer event occurs in Timely, a corresponding module entry is immediately created or updated in your Zoho CRM. This workflow ensures all your customer information and interactions remain up-to-date, enhancing your customer engagement and tracking efforts.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- automatically do this!Create/Update Module Entry
Create or update module entries
- Free forever for core features
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Customer Trigger
Triggers on any new or updated customer.
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
