Zoho CRM integration with Baton
How to Create Baton projects from newly updated Zoho CRM module entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Baton projects from newly updated Zoho CRM module entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Baton integrations
Baton actions
Nekton can use any feature that is available in Baton API.
Using our advanced AI, you can easily create custom automations for Baton.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a Project on Baton
New Projects Based on Status
Triggers when a project appears under certain status.
About Baton
Baton is the leading platform for managing software implementations and customer onboarding.