Popular Platform.ly + Zoho CRM Workflows
When Contact is created in Platformly > Create module entry in ZohoCRM > Create Contact in Platformly
Update Zoho CRM module for new Platform.ly contact
Update Platform.ly contact from new Zoho CRM contact
When Contact is created in Zoho CRM > Check condition > Create Contact in Platform.ly
When User is created in Zoho CRM > Check condition > Create Contact in Platform.ly
When Lead is created in Zoho CRM > Check condition > Create Contact in Platform.ly
When Module entry is created/updated in Zoho CRM > Check any condition > Create Contact in Platform.ly
When Module entry is added in Zoho CRM > Check any condition > Create Contact in Platform.ly
When Contact is created in Platform.ly > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM
When Contact is created in Platform.ly > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM
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Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
See Platform.ly IntegrationsZohoCRM 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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