
Popular EngageBay CRM + Zoho CRM Workflows


Update Zoho CRM module for new EngageBay CRM contact

When User is created in Zoho CRM > Check condition > Create a contact in EngageBay CRM

When Lead is created in Zoho CRM > Check condition > Create a contact in EngageBay CRM

When Module entry is created/updated in Zoho CRM > Check any condition > Create a contact in EngageBay CRM

When Module entry is added in Zoho CRM > Check any condition > Create a contact in EngageBay CRM

When Owner is created in EngageBay CRM > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM

When Owner is created in EngageBay CRM > Search contact in Zoho CRM > Check condition > (If found) > Create or Update Module Entry in Zoho CRM

When Owner is created in EngageBay CRM > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM

When Owner is created in EngageBay CRM > Search lead in Zoho CRM > Check condition > (If found) > Create or Update Module Entry in Zoho CRM

When Contact is created in EngageBay CRM > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM

When Contact is created in EngageBay CRM > Search contact in Zoho CRM > Check condition > (If found) > Create or Update Module Entry in Zoho CRM

When Contact is created in EngageBay CRM > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM

When Contact is updated in EngageBay CRM > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM





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EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.
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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
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