Offri integration with Zoho CRM
How to Create or update Zoho CRM accounts from new Offri 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 "Create or update Zoho CRM accounts from new Offri 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 Offri integrations
Offri actions
Nekton can use any feature that is available in Offri API.
Using our advanced AI, you can easily create custom automations for Offri.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact.
Create Proposal
Creates a proposal, optionally from a template.
Find and Create/Update Contact Person
Finds and updates a Contact Person, optionally creates one if it doesn't exist
Remove Contact Person
Removes a contact person under a contact
Update Contact Person
Updates a contact person under a contact
Find Contact Person
Finds a Contact Person
About Offri
Offri enables you to create great looking proposals quickly.