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Enable Integrations or automations with these events of secure-doc-manager and Zoho CRM
Update an existing lead by Email, Mobile and ID.
Create a note in the selected module
Creates a new lead
Searchs Lead by Mobile Number
Updates an existing note associated with a specific Lead
add a tag to an existing record to lead in Zoho CRM
Explore five powerful Zoho CRM integrations that can significantly boost your productivity, helping you manage customer relationships more effectively.
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Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.
Learn MoreZoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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