How to connect Zoho CRM + Cognito Forms
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- New ContactTriggers 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
- New LeadTriggers 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
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers 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
- New or Updated LeadTriggers 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
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- Cognito Forms
Triggers when an entry is deleted.
Instant
Trigger
- Cognito Forms
Triggers when someone fills out your form.
Instant
Trigger
- Cognito Forms
Triggers when an order is created.
Instant
Trigger
- Cognito Forms
Triggers when a payment is collected.
Instant
Trigger
- Cognito Forms
Triggers when a refund is issued.
Instant
Trigger
- Cognito Forms
Triggers when someone updates an entry.
Instant
Trigger
- Cognito Forms
Creates a new entry.
Scheduled
Action
- Cognito Forms
Updates an entry.
Scheduled
Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
How Zoho CRM + Cognito Forms Integrations Work
- Step 1: Authenticate Zoho CRM and Cognito Forms.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.
Cognito Forms Tutorials
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