Act! + Zoho Forms
Manage new Zoho Forms entries by adding contacts in act
Streamline your customer communication with this smart workflow. As soon as there's a new form completed in Zoho Forms, this process springs into action—immediately adding the details to your contact list in the Act! app. This seamless transfer of data helps keep your Act! contact list current and supportive of consistent, insightful customer engagement.
Streamline your customer communication with this smart workflow. As soon as there's a new form completed in Zoho Forms, this process springs into action—immediately adding the details to your contact list in the Act! app. This seamless transfer of data helps keep your Act! contact list current and supportive of consistent, insightful customer engagement.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Add Contact
Creates a new contact.
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FormRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
