Paperform + Zoho CRM
Create or update Zoho CRM entries when new submissions are received in Paperform
Stay on top of your leads efficiently with this workflow. Whenever a new form submission comes in via Paperform, it will instantly create or update a module entry in your Zoho CRM. This allows you to manage and track your leads more effectively, keeping all your info updated and organized in your CRM with no extra work.
Stay on top of your leads efficiently with this workflow. Whenever a new form submission comes in via Paperform, it will instantly create or update a module entry in your Zoho CRM. This allows you to manage and track your leads more effectively, keeping all your info updated and organized in your CRM with no extra work.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
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
