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Get Started FreeTriggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
Triggers when a new contact is added.
Triggers instantaneously when an entry is created or modified in the specified module.
Triggers when a new contact is added or modified in Zoho.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Triggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
Triggers when a new contact is added.
Triggers instantaneously when an entry is created or modified in the specified module.
Triggers when a new contact is added or modified in Zoho.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Choose Google Docs as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Zoho CRM as the action app from the list.
Connect your Zoho CRM account & authenticate it.
Select the data you want to send from Google Docs to Zoho CRM & your AI Agent is ready!
New Document
Create/Update Lead
New Document
Add Attachment
New Document
Create Module Entry
New Document
Create/Update Contact
New Document in Folder
Create Module Entry
Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
The integration between Google Docs and Zoho CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Google Docs with Zoho CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Google Docs-Zoho CRM integration:
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