Copilot CRM + Zoho Forms

Create new customers in Copilot CRM from new form entries in Zoho Forms

Streamline your customer management process with this workflow. Whenever new form entries come in from Zoho Forms, this automation will add these new contacts as customers in the Copilot CRM. This way, you can seamlessly keep your customer database updated and have more time for customer engagement and relationship building. Make your business operations more efficient without the repetitive tasks!

When this happens...
New Form Entry
Triggers when a new form entry is submitted.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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New Property
Triggers when a new property is added.
Trigger
Polling
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write

- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write
- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

Sales & CRM

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.

Learn more

Copilot CRM + Zoho Forms

Create new customers in Copilot CRM from new form entries in Zoho Forms

Supported triggers and actions

New Form Entry

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

API Request (Beta)

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

About Copilot CRM

Related categories

About Zoho Forms

Related categories

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