Paperform + Zoho CRM
Create Zoho CRM module entries from new Paperform form submissions
Save time and streamline your sales process by connecting Paperform to Zoho CRM. With this workflow, every time a new form submission is received in Paperform, a module entry will be created in Zoho CRM, ensuring all your customer data is effortlessly organized and accessible. Keep your team focused on nurturing leads and closing deals, while this automation takes care of the data entry behind the scenes.
Save time and streamline your sales process by connecting Paperform to Zoho CRM. With this workflow, every time a new form submission is received in Paperform, a module entry will be created in Zoho CRM, ensuring all your customer data is effortlessly organized and accessible. Keep your team focused on nurturing leads and closing deals, while this automation takes care of the data entry behind the scenes.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
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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
