Create an account in Zoho CRM when a counterparty is added

Create an account in Zoho CRM when a counterparty is added

If you have the need to create an account in Zoho CRM automatically when a counterparty of the type "Customer" is added in Zoho Contracts, you can use the sample flow mentioned below.

The Account Type set will be Customer, and the counterparty details that are populated in the account record are: Account Name, Billing Address, Billing City, Billing State, Billing Country, Billing Code, and Website.

Steps to find and use the flow:

1. Access your Zoho Flow account by entering flow.zoho.com in your browser's address bar.
2. Create an organization in Zoho Flow if you don't have an account in Zoho Flow.
3. Click Explore Gallery at the top.
4. Search "Zoho Contracts" in the app search field.
5. Click Zoho Contracts from the search result.
6. Click Use This Flow when you mouse over on the "Create an account in Zoho CRM..." flow displayed on the right-side.
7. Follow the step-by-step guide to configure and use it.

If you need help trying this integration, please reach us at support@zohocontracts.com. We will help you configure the flow. 

Cheers
Jayakrishnan




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