Zoho CRM integration with Cardly
How to Add new Zoho CRM users as Cardly contacts
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 "Add new Zoho CRM users as Cardly contacts" 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 Cardly integrations
Cardly actions
Nekton can use any feature that is available in Cardly API.
Using our advanced AI, you can easily create custom automations for Cardly.
Here are some typical actions you can do in your automated workflows.
Revoke User Access
Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.
Delete a Contact
Delete a contact from a list so they are no longer eligible for matching automation rules.
Invite User to Account
Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
Send a Card
Send a card using a template and selected artwork.
Create a Contact
Create a new contact in a given contact list.
Synchronize a Contact
Add or update a contact in a given contact list.
About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.