Microsoft SharePoint + Zoho CRM
Create SharePoint Tasks for New Zoho CRM Deals
Enhance cross-platform task management by creating a new task in SharePoint whenever a new deal is added in Zoho CRM. This helps ensure that all team members are informed and can collaborate on closing deals.
New CRM Deal
Triggers when a new deal is added in Zoho CRM.
Create SharePoint Task
Creates a new task in a specified SharePoint list for each new deal.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create SharePoint tasks for new Zoho CRM deals"
Create SharePoint tasks for new Zoho CRM deals
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Microsoft SharePoint + Zoho CRM.
Upload File
Uploads a file to Microsoft SharePoint
Move File
Moves a file within Microsoft SharePoint
List Files
Lists files in a Microsoft SharePoint folder
Create Folder
Creates a new folder in Microsoft SharePoint
List Folders
Lists folders in Microsoft SharePoint
Create List
Creates a new list in Microsoft SharePoint
Create Item
Creates a new item in a Microsoft SharePoint list
List Items
Lists items from a Microsoft SharePoint list
List Lists
Lists all lists in Microsoft SharePoint
New SharePoint File
Triggers when a new file is created in SharePoint
Updated SharePoint File
Triggers when a file is updated in SharePoint
New SharePoint List Item
Triggers when a new item is added to a SharePoint list
App details
Microsoft SharePoint
Microsoft SharePoint is a web-based collaborative platform integrated with Microsoft 365. Create, store, organize, and share information within your organization to enhance team collaboration and document management.
Zoho CRM
Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.
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