Connect Gravity Forms and Zoho CRM to unlock the power of automation
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Set up your first integration
Quickly connect Gravity Forms to Zoho CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Gravity Forms with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Gravity Forms and Zoho CRM, automating your workflow.
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Frequently Asked Questions about Gravity Forms + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Zoho CRM
Can I connect Gravity Forms directly to Zoho CRM?
Yes, you can connect Gravity Forms directly to Zoho CRM using our integration platform. This connection allows you to automate the process of sending form submissions to Zoho CRM as leads, contacts, or other modules.
What triggers are available when integrating Gravity Forms with Zoho CRM?
When integrating Gravity Forms with Zoho CRM, the primary trigger is a 'New Form Submission.' This trigger activates whenever a form is completed and submitted in Gravity Forms.
What actions can I perform in Zoho CRM with this integration?
You can perform several actions in Zoho CRM using our integration. Common actions include creating new leads or contacts, updating existing records, and adding notes to records based on data from form submissions.
Do I need coding skills to set up the integration between Gravity Forms and Zoho CRM?
No coding skills are required. Our user-friendly interface allows you to set up triggers and actions through simple configuration without writing any code.
Is it possible to update an existing contact in Zoho CRM from a Gravity Form submission?
Yes, you can update an existing contact in Zoho CRM by configuring the action settings during setup. Ensure that your forms capture unique identifiers like email addresses to match records accurately.
Can I map all form fields from Gravity Forms to custom fields in Zoho CRM?
Absolutely. You have the flexibility to map standard and custom fields from your forms directly into corresponding fields within your Zoho CRM account during setup.
Will my data be secure when integrating Gravity Forms with Zoho CRM?
We prioritize data security by using industry-standard encryption protocols during data transfer between Gravity Forms and Zoho CRM, ensuring all information remains protected.
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Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- 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 ItTriggerPolling - 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.
Try ItTriggerPolling
- FormRequired
ActionWrite- 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 ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- 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.
Try ItTriggerPolling
