ConvertFlow + Zoho CRM

Update Zoho CRM module entries when new fields are submitted by visitors in ConvertFlow

Streamline your customer management by integrating ConvertFlow and Zoho CRM. This workflow activates as soon as a visitor submits fields in ConvertFlow, updating or creating a new module entry in Zoho CRM. This automation saves time and reduces the chance of manual input error, improving your customer relationship management efficiency.

When this happens...
Fields Submitted by VisitorReceive field values from ConvertFlow form, survey and quiz submissions by visitors.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with ConvertFlow and Zoho CRM

Discover other triggers and actions you can use with ConvertFlow and Zoho CRM

- Webhook Name
  Required
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Review Title
- Review Rating
- Review Content
  Required
- Customer Name
  Required
- Customer Title
- Customer Avatar
- Customer Logo
- Review Video URL
- Review Date
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It

- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Campaign
Trigger
Instant
Try It
- Email
  Required
- First Name
- Last Name
- Phone
- Company Name
- Company Title
- Address
- City
- State
- Zip Code
- Country
- Source URL
- Custom Fields
Action
Write
- Email
  Required
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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Related Zap Templates

Create or update Zoho CRM module entries with new ConvertFlow form or survey submissions

Create new module entries in Zoho CRM from new form or survey submissions in ConvertFlow