Integrate Zoho Forms with Mercately

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

Build your own integrations between Zoho Forms and Mercately

Connect Zoho Forms and Mercately with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Forms and Mercately using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry denied

Triggers when a form entry is denied

Form entry updated

Triggers when an existing form entry is updated by the user

Form entry approved

Triggers when a form entry is approved

Form entry submitted

Triggers when a new form entry is submitted

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update customer

Updates the details of an existing customer

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

Fetch deal by ID

Fetches the details of an existing deal using ID

What is Zoho Forms?

Zoho Forms is a form builder that lets you create, share, and collect data, automate notifications, assign tasks, and manage follow-ups for your business.

Forms Zoho

What is Mercately?

Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.

Build comprehensive workflows using

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.

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Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Revenue Ranch

Zoho Flow is a versatile and user-friendly platform that enables seamless integrations at a cost-effective price. Using Zoho Flow, we save at least $35,000 and over 3,500 hours in a year.

Pablo Silva

System Administrator, InterForm

Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.

Brett Stewart

Senior Project Manager, SHARC Energy

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