Zoho CRM integration with TenAnts
How to Add TenAnts referrals from new module entries in Zoho CRM
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 TenAnts referrals from new module entries in Zoho CRM" 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 TenAnts integrations
TenAnts actions
Nekton can use any feature that is available in TenAnts API.
Using our advanced AI, you can easily create custom automations for TenAnts.
Here are some typical actions you can do in your automated workflows.
Create Referral
Creates a new referral to the Hub's Connections or ConnectionsPLUS module.
About TenAnts
TenAnts is an online SAAS platform that enables partners to access everything needed to offer utility connections.