Integrate Nutshell with Zoho Forms

Send information between Nutshell and Zoho Forms automatically, without writing any code, using Zoho Flow.

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Create Nutshell contacts for new Zoho Forms submissions

Create a contact in your CRM automatically, based on new form responses. This flow creates a Nutshell contact based on response to a Zoho Forms form.

How it works

1. A new response to a Zoho Forms form is received.
2. Zoho Flow creates a contact in Nutshell with the response.
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Create Nutshell contacts for new Zoho Forms submissions

Zoho Forms + Nutshell

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Lead added

Triggers when a new lead is added

Company created

Triggers when a new company is created

Activity created

Triggers when a new activity is created

Lead won

Triggers when a new lead is won

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch person by email

Fetches the details of an existing person by email address

Fetch account by ID

Fetches the details of an existing account by id

Fetch account by name

Fetches the details of an existing account by name

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch person by id

Fetches the details of an existing person by id

What is Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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