Create integrations between ShareFile and Zoho CRM
Update a lead in Zoho CRM when New File in ShareFile
Create a Note in Zoho-crm when New File in ShareFile
Create a lead in Zoho-crm when New File in ShareFile
Search Lead in Zoho CRM when New File in ShareFile
Update Note in Lead in Zoho-crm when New File in ShareFile
Add Tag to Lead in Zoho CRM when New File in ShareFile
undefined in Zoho-crm when New File in ShareFile
undefined in Zoho-crm when New File in ShareFile
undefined in Zoho-crm when New File in ShareFile
undefined in Zoho-crm when New File in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
Create Client User
Creates a ShareFile user with the given information.
Create Folder
Creates a folder in the chosen folder.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Frequently Asked Questions
About ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn MoreAbout Zoho CRM
Zoho 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.
Learn More
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