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Syncing to Zoho CRM with triggers
Syncing to Zoho CRM with triggers

Automated workflows with your Zoho CRM

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

With your Zoho CRM integration, you can automatically sync email activity from Klenty.

To set up the triggers, go to Settings -> CRM -> Triggers. You can enable the ones that will help your workflow.

As far as "meeting booked, tasks and calls" triggers are concerned it will be created as an open activity, which can be completed either from Klenty or from Zoho. Others will be created as closed activities by default and can not be customized.

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