Formstack Documents + Zoho CRM
Create data route merges in Formstack Documents for new or updated contacts in Zoho CRM
Keep your documents updated with this efficient workflow between Zoho CRM and Formstack Documents. When a new or updated contact is detected in Zoho CRM, this automation will create a data route merge in Formstack Documents, ensuring your files are always up to date with the latest contact information. Save time and maintain accurate records with this seamless integration.
Keep your documents updated with this efficient workflow between Zoho CRM and Formstack Documents. When a new or updated contact is detected in Zoho CRM, this automation will create a data route merge in Formstack Documents, ensuring your files are always up to date with the latest contact information. Save time and maintain accurate records with this seamless integration.
- When this happens...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.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
- Free forever for core features
- 14 day trial for premium features & apps
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
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 ItModuleRequired
Try ItModuleRequired
Try It
