WPForms + Zoho CRM
Add attachments in Zoho CRM for new WPForms form entries
Effortlessly manage incoming form entries with this automation. When a new form entry is submitted through WPForms, a file attachment will be added to the corresponding record in Zoho CRM. This workflow saves time and ensures important documents are always up-to-date and easily accessible in your customer relationship management system.
Effortlessly manage incoming form entries with this automation. When a new form entry is submitted through WPForms, a file attachment will be added to the corresponding record in Zoho CRM. This workflow saves time and ensures important documents are always up-to-date and easily accessible in your customer relationship management system.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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FormRequired
Try ItNew 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 It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 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
