Zoho CRM + Zoho WorkDrive
Create folders in Zoho WorkDrive for new module entries in Zoho CRM
Effortlessly organize your Zoho CRM data with this convenient workflow. Upon creating a new module entry in Zoho CRM, a corresponding folder will be generated in Zoho WorkDrive, ensuring your files and information stay structured and easy to find. Seamlessly maintain an organized workspace without the hassle of manual folder creation.
Effortlessly organize your Zoho CRM data with this convenient workflow. Upon creating a new module entry in Zoho CRM, a corresponding folder will be generated in Zoho WorkDrive, ensuring your files and information stay structured and easy to find. Seamlessly maintain an organized workspace without the hassle of manual folder creation.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Folder
Creates a new folder at the path you specify.
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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
