Question

Zoho CRM Auto Sales orders connecting with contact

  • 18 May 2022
  • 1 reply
  • 18 views

How to merge automatically generated contact and order in zoho crm using zapier?


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1 reply

Userlevel 7
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Hey @siegfried_ lettmann - happy to assist! If you are looking to get contacts AND orders from Stripe into Zoho, you’ll either need 2 Zaps (1 to trigger off of new customers and another off of new payments) or a single Zap that looks something like this:

  1. New Payment
  2. Find Customer
  3. (Some action(s) in Zoho CRM)

If you’d like to see all possible triggers and actions available for these apps to know exactly what’s possible, you can do so, here: