Integrate Gro CRM with IT Portal
Send information between Gro CRM and IT Portal automatically, without writing any code, using Zoho Flow.
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Create a new contact is in IT Portal each time a new contact is created in Gro CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in IT Portal whenever a new contact is added in Gro CRM.
How it works
- The flow triggers when a new contact is created in Gro CRM.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact is in IT Portal each time a new contact is created in Gro CRM
Gro CRM + IT Portal
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Supported triggers and actions
Integrate Gro CRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
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
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create account
Creates a new account
Fetch currency
Fetches the details of a currency by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch time zone
Fetches the details of a time zone by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
Create company
Creates a new company
Create contact
Creates a new contact
Add address
Adds a new address
Create knowledge base article
Creates a new knowledge base article
Create site
Creates a new site
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update address
Updates the details of an existing address
Fetch configuration
Fetches the details of an existing configuration
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 knowledge base article
Fetches the details of an existing knowledge base article
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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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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Logic
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Custom functions
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