How can I filter for comments from key customers in Coda?

DryMerge allows you to filter comments by the writer's identity. Specify which customers are key, and DryMerge will filter the comments you see.

Can I use this to track comments in only certain Coda documents?

Yes, you can specify which Coda documents to track comments from. Provide the document details, and DryMerge will configure the automation accordingly.

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

Customer service representatives use this automation to ensure all interactions with customers are logged and retrievable, maintaining a complete communication history.

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Coda + Zoho CRM

Track Customer Interactions in Zoho CRM from Coda Comments

Effortlessly track all customer interactions by logging comments from Coda into Zoho CRM. Ideal for maintaining a comprehensive customer communication history.

New Comment in Coda

Triggers when a comment is added to an entry in Coda.

Track Interaction in Zoho CRM

Logs the comment as a customer interaction in Zoho CRM.

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

or pick a common variation below

Track Event Attendance in Zoho CRM from Coda

Coda + Zoho CRM

Create Zoho CRM Contacts from New Coda Entries

Coda + Zoho CRM

Update Zoho CRM Deals with New Coda Entries

Coda + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track customer interactions in Zoho CRM from Coda comments"

Track customer interactions in Zoho CRM from Coda comments

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.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

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.