Everything Taskiem works with
Spreadsheets & Email
Zoho CRM
Add and update leads, contacts, deals and any other CRM module (without duplicates), read and search them, add notes, and start workflows when records change.
Connecting it
One click: sign in to Zoho CRM and allow Taskiem. There is nothing to copy.
What your workflows can do
- Add a note
- Add or update a record
- Find records
- List modules
- Read a record
- Update a record
What can start a workflow
- Records added, changed or deleted in Zoho CRM
Ready-made
Workflows that use Zoho CRM
Record paid invoices in Zoho CRM
When an invoice is paid in full, keep the customer as a Zoho CRM contact and the invoice as a won deal.
Zoho CRM
Set it up