An automated workflow using integromat
Connects Contactually + Zoho People
Create Zoho People employees for new Contactually CRM contacts
About this workflow template
This automation scenario allows you to connect Contactually and Zoho People
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Contactually and Zoho People can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Contactually
Watch Contacts in Contactually
Watches for contacts.
Then this action happens in Zoho People
Add a Record in Zoho People
Adds a record to a form.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Zoho People employees for new Contactually CRM contacts.
Part I
Configure Applications
First, we need to connect Contactually and Zoho People to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Contactually to Make.com.
Give Make.com access to your Contactually account, using Contactually credentials.
Connect Zoho People to Make.com.
Give Make.com access to your Zoho People account, using Zoho People credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Contactually
Choose the following trigger: Watch Contacts (Watches for contacts.).
Then set up an Action for Zoho People
Choose this action: Add a Record (Adds a record to a form.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Contactually and Zoho People.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zoho People employees for new Contactually CRM contacts!
Related Automation Templates
Supported triggers and actions
New contact
Triggers when a new Contact is created.
triggerbyzapierWatch contacts
Watches for contacts.
triggerbyintegromatNew bucketed contact
Triggered when a contact is added to the specified bucket.
triggerbyzapierNew bucket
Hidden trigger.
triggerbyzapierCurrent user
Polling the current user to determine if the connection is still live.
triggerbyzapierNew partner user's bucket
Hidden trigger for partner user's buckets.
triggerbyzapier
Add a record
Adds a record to a form.
actionbyintegromatAdd record
Adds a new record in the selected form.
actionbyzapierCreate attendance entry
Does a check-in and/or check-out in Zoho People.
actionbyzapierAdd hr file
Adds a new file as HR file in the Files Module.
actionbyzapierAdd company file
Adds a new file as a Company File in the Files module.
actionbyzapierFind employee
Finds an employee by Email ID or Employee ID.
actionbyzapier
Apps you need
Contactually alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
