How can I filter to monitor only high-value deals?

DryMerge allows you to filter deals based on their value. Specify the threshold for high-value deals, and DryMerge will handle the rest.

Can I include specific deal details in the Coda record?

Yes, you can customize which deal details to include in the Coda record. Provide the necessary details, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales managers and analysts use this automation to keep track of closed deals and analyze sales performance, helping to refine sales strategies.

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Coda + Zoho CRM

Monitor Closed Deals in Coda for Zoho CRM

Keep a close eye on closed deals by tracking them in Coda through records created from Zoho CRM. Great for reviewing sales performance and strategies.

Closed Deal in Zoho CRM

Triggers when a deal is closed in Zoho CRM.

Create Record in Coda

Creates a record in Coda for the closed deal.

See more Coda to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Notify Team in Coda for Zoho CRM Deal Updates

Coda + Zoho CRM

Create Follow-up Tasks in Coda for New Zoho CRM Leads

Coda + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Monitor closed deals in Coda for Zoho CRM"

Monitor closed deals in Coda for 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 Coda + Zoho CRM.

New Coda Doc

Triggers when a new Coda document is created

New Coda Row

Triggers when a new row is added to a Coda table

New Coda Table

Triggers when a new table is created in a Coda document

New Coda Column

Triggers when a new column is added to a Coda table

New Coda Section

Triggers when a new section is added to a Coda document

Updated Coda Row

Triggers when a row is updated in a Coda table

Create Coda Doc

Creates a new Coda document

Create Coda Row

Creates a new row in a Coda table

Update Coda Row

Updates an existing row in a Coda table

Delete Coda Row

Deletes a row from a Coda table

Create Coda Table

Creates a new table in a Coda document

Update Coda Table

Updates an existing table in a Coda document

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.

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.