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BenchmarkONE + Zoho Forms

Create notes in BenchmarkONE for new Zoho Forms entries

Create a seamless connection between Zoho Forms and BenchmarkONE with this efficient workflow. Whenever a new form entry is submitted in Zoho Forms, a note will be added in BenchmarkONE, keeping all your important information centralized and organized. Stay on top of your submissions and maintain a streamlined data management process with this easy-to-implement automation.

Create a seamless connection between Zoho Forms and BenchmarkONE with this efficient workflow. Whenever a new form entry is submitted in Zoho Forms, a note will be added in BenchmarkONE, keeping all your important information centralized and organized. Stay on top of your submissions and maintain a streamlined data management process with this easy-to-implement automation.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Add Note

    Adds a note to contact. If contact does not exist, this action creates contact and adds the note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Webhook NameRequired

    Trigger
    Instant
    Try It
    • Note SubjectRequired

    • Note BodyRequired

    • Contact's Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    • Created At

    • Copy To Company

    • Update Last Contacted Date?

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • TagRequired

    • Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    Action
    Write
    • Update Existing ContactRequired

    • Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    • Title

    • Company

    • Temperature

    • Phone Number

    • Phone Number Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    • Address Type

    • Social Media URL

    • Social Media Type

    • Instant Message Username

    • Instant Message Type

    • Website URL

    • Source

    • Tag to Add

    Action
    Write
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About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.

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