Formaloo + Zoho CRM
Create or update Zoho CRM module entries from new Formaloo response rows
Stay ahead with your CRM updates with this streamlined Formaloo-Zoho CRM workflow. Whenever there's a new response in Formaloo, it will instantly update or create a module entry in your Zoho CRM. Eliminate the lag in manual data transfer and ensure your Zoho CRM always has the most current information for effective client management.
Stay ahead with your CRM updates with this streamlined Formaloo-Zoho CRM workflow. Whenever there's a new response in Formaloo, it will instantly update or create a module entry in your Zoho CRM. Eliminate the lag in manual data transfer and ensure your Zoho CRM always has the most current information for effective client management.
- When this happens...New Response (Row)
Triggers when the row is submitted.
- automatically do this!Create/Update Module Entry
Create or update module entries
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FormRequired
Try ItFormRequired
Try ItNew 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.
Try ItModuleRequired
Try It
FormRequired
Try ItFormRequired
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.
Try ItNew 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.
Try It
