Formsite + Zoho CRM
Convert new Formsite results into leads in Zoho CRM
Boost your efficiency with this nifty workflow that initiates every time a new form result is recorded through Formsite. The data collected is instantly converted into a lead within your Zoho CRM system. Designed to save time on manual data entry, this automation provides an efficient solution to manage and streamline your lead collection process. Keep your sales pipeline updated, ensuring you never miss a valuable opportunity.
Boost your efficiency with this nifty workflow that initiates every time a new form result is recorded through Formsite. The data collected is instantly converted into a lead within your Zoho CRM system. Designed to save time on manual data entry, this automation provides an efficient solution to manage and streamline your lead collection process. Keep your sales pipeline updated, ensuring you never miss a valuable opportunity.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItNew 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 ItModuleRequired
Try It
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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
