Details on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use the "Update module entry" or the "Create/Update module entry" actions but I'm still not sure how to do it.
Thanks in advance.
New User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,
Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically