Submittable + Zoho CRM

Submittable + Zoho CRM integrations

Create or update Zoho CRM entries each time new submissions are added in Submittable

Streamline your customer relationship management process with this workflow. Once set up, each time you get a new submission on Submittable, it updates or creates a module entry in Zoho CRM. Not only will this save time and manual input, ensuring that all customer data in Zoho CRM is up-to-date and accurate, but it also allows you to respond to new submissions more efficiently and effectively.

When this happens...
New SubmissionTriggers when new submissions arrive in your Submittable Account.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Submittable and Zoho CRM

Discover other triggers and actions you can use with Submittable and Zoho CRM

- Project
Trigger
Instant
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New Note
Triggers when a note is added to a submission.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Project
- Status Changed To
Trigger
Instant
Try It
- Project
Trigger
Instant
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.
Trigger
Polling
Try It
- Module
  Required
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
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Project
Trigger
Instant
Try It
New Team Member
Triggers when a new team member is added to your Submittable organization, if the new team member does not already have an account, this event triggers when the invitation is accepted.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Id
  Required
Action
Search
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
Polling
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Submittable

Submittable brings your team together so you can collect, collaborate, and manage any application and review process, exactly the way you want.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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