Integrate Zoho Forms with Zoho CRM
Send information between Zoho Forms and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.
Use this flow to find out if you're engaging well with your leads. Each time a new response is submitted in Zoho Forms, this flow creates a lead in Zoho CRM and adds them as a subscriber to MailChimp. After a specified period of time, the flow checks the status of the subscriber in MailChimp. If the status is still pending, Zoho Flow automatically fetches the corresponding lead and adds an alert note for their profile in Zoho CRM.
How it works
1. A new response is submitted in Zoho Forms.
2. Zoho Flow executes the following tasks automatically:
a. Creates a lead in Zoho CRM.
b. Adds a new subscriber to a specific list in MailChimp.
c. Waits for a period of 60 days.
d. Uses decision logic to check if:
(i) subscriber status is pending.
if (i) is true.
e. Fetches the lead from Zoho CRM.Adds a note for that specific lead in Zoho CRM.
Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.
Zoho Forms + Zoho CRM + Mailchimp
Manage your event registrations automatically. No syncing data manually. No paper work.
How it works
1. A new response is submitted in Zoho Forms.
2. Zoho Flow executes the following tasks automatically :
a. Creates a contact in Eventbrite.
b. Adds a new subscriber in MailChimp.
c. Creates a lead in Zoho CRM.
Manage your event registrations automatically. No syncing data manually. No paper work.
Zoho Forms + Eventbrite + Mailchimp + Zoho CRM
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
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
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch contact
Fetches a contact by email address, unique ID, or name
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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.
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What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more
Harnoor Abroll
Technical and Operations Head, TruAct
