How can I filter for only new onboarding steps?

DryMerge lets you filter for new onboarding tasks based on criteria like task creation date or tags. Specify your filters, and DryMerge will handle the rest.

Can I define custom stages for the onboarding process in Zoho CRM?

Yes, you can customize the stages in Zoho CRM. Describe the stages you need, and DryMerge will configure the automation accordingly.

Who will find this automation most useful?

Customer success teams and account managers will find this automation useful for tracking and managing customer onboarding steps across platforms.

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Notion + Zoho CRM

Log Client Onboarding Steps from Notion to Zoho CRM

Ensure a seamless onboarding experience by logging every step of the client onboarding process from tasks in Notion to Zoho CRM. This keeps your entire team informed and aligned.

New Onboarding Task

Triggers when a new onboarding task is added in Notion.

Log Onboarding Step

Logs a new onboarding step in Zoho CRM.

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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, "Log client onboarding steps from Notion to Zoho CRM"

Log client onboarding steps from Notion to Zoho CRM

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 Notion + Zoho CRM.

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

Delete Page

'Deletes' (archives) a specified page

Find Notion Users

Finds Notion users by their user IDs and returns their metadata

Append to Page

Appends content to a specified page

New Notion Page

Triggers when a new Notion page is created

Notion Page Updated

Triggers when a page is updated in a Notion database

App details

Notion

Notion is an all-in-one workspace for notes, tasks, wikis, and databases. Create, update, and sync data between Notion and other tools.

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.