Gravity Forms + Zoho CRM + ConvertKit Integrations

How to connect Gravity Forms + Zoho CRM + ConvertKit

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Do even more with Gravity Forms + Zoho CRM + ConvertKit

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Zoho CRM, and ConvertKit. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
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.
Trigger
Scheduled
Try It
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
  Comma separated Tags
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
Try It
New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
Try It
New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
Try It
- Transaction IDRequired
  A unique ID for the transaction (ie. Purchase ID or Invoice ID). If a purchase with this Transaction ID already exists, it will be updated.
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- Subtotal
- Tax
- Shipping
- Discount
  Discount amount applied to the purchase in your currency.
- Total
- Currency
  3 letter currency code, default USD.
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
  Unique identifier of this product
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
Action
Write
- Api Docs Info
  API docs for ConvertKit are located here http://developers.convertkit.com/#api-basics
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- FormRequired
Action
Write
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- FormRequired
Trigger
Instant
Try It
- SequenceRequired
Trigger
Instant
Try It
- TagRequired
Trigger
Instant
Try It
- FormRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
- Optin to Sequence
  If this form has a sequence attached to it, would you like the subscriber to be opted into the sequence?
Action
Write
- SequenceRequired
- EmailRequired
  If a subscriber with this email doesn't exist, one will be created.
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Email AddressRequired
Action
Search

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How Gravity Forms + Zoho CRM + ConvertKit Integrations Work

Step 1: Authenticate Gravity Forms, Zoho CRM, and ConvertKit.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Gravity Forms + Zoho CRM + ConvertKit

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

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Forms & Surveys

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

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Gravity Forms + Zoho CRM + ConvertKit Integrations

How to connect Gravity Forms + Zoho CRM + ConvertKit

Do even more with Gravity Forms + Zoho CRM + ConvertKit

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Purchase

New Subscriber

New Unsubscribe

Create or Update Purchase

Transaction IDRequired

EmailRequired

Subtotal

Tax

Shipping

Discount

Total

Currency

Transaction Time

Status

Product nameRequired

Product IDRequired

Product SKU

Product price

Product quantity

Add Tag to Subscriber

TagRequired

EmailRequired

First Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Create Entry

FormRequired

New Contact

New Module Entry

ModuleRequired