Automate Seamless Contact Sync Between Pipedrive and Zoho CRM

Keep your contact information up-to-date and error-free across your sales and support platforms without manual effort! This template automatically checks if a contact exists in Zoho CRM by email, updates their info if found, or creates a new contact if missing.

Trigger Event

Contact Data Received

The workflow starts whenever new or updated contact data is received, such as when contacts are added or updated in your system.

Actions

1. Find Existing Contact by Email

The template searches for the contact in Zoho CRM using their email address. This ensures you avoid duplication and always work with the most accurate data.

2. Update Contact Information (If Contact Exists)

If a contact with the given email is found, their existing details are automatically updated in Zoho CRM. This keeps information current and correct.

3. Create Contact (If Contact Does Not Exist)

If the email isn't found, a new contact is created in Zoho CRM with the provided details. This ensures no contacts are ever missed!

Benefits

• Keeps your contact records consistent in both Pipedrive and Zoho CRM
• Prevents duplicate contacts, saving you time on clean-up
• Ensures your team always has up-to-date information for better customer communication and service
• Saves hours of manual data entry and reduces errors

Automate your contact management today and focus on building stronger customer relationships!