Integrate Zoho CRM with IT Portal
Send information between Zoho CRM and IT Portal automatically, without writing any code, using Zoho Flow.
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Add a new contact in IT Portal whenever a new contact is added in Zoho CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in IT Portal whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in IT Portal.
Add a new contact in IT Portal whenever a new contact is added in Zoho CRM
Zoho CRM + IT Portal
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Supported triggers and actions
Integrate Zoho CRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated module entry
Triggers when an entry is updated in the selected module
New module
Triggers when a new module is created
User created or updated
Triggers when the details of an existing user are created or updated
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New note
Triggers when a new note is added
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
All Actions - Actions are the automated tasks
Update related module entry
Relates an entry in this module with an entry in another module
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add user
Adds a new user
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Remove tags
Removes tags from the specified record
Convert lead to contact
Converts a lead to a contact
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch user
Fetches a user by name or email address
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create company
Creates a new company
Create site
Creates a new site
Create contact
Creates a new contact
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Update address
Updates the details of an existing address
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch site
Fetches the details of an existing site
Fetch company
Fetches the details of an existing company
Fetch contact
Fetches the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch configuration
Fetches the details of an existing configuration
What is Zoho CRM?
What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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