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
  1. The flow triggers when a new contact is created in Gro CRM.
  2. Zoho Flow creates a new contact in IT Portal.
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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 contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New deal

Triggers when a new deal 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 account

Creates a new account

Create contact

Creates a new contact

Fetch country

Fetches the details of a country by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch user

Fetches the details of an existing user by email

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 currency

Fetches the details of a currency by name

Create site

Creates a new site

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

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 device

Fetches the details of an existing device

Fetch contact

Fetches the details of an existing contact

Fetch configuration

Fetches the details of an existing configuration

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch company

Fetches the details of an existing company

Fetch site

Fetches the details of an existing site

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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