Zoho CRM + Wufoo Integrations

How to connect Zoho CRM + Wufoo

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Create leads in Zoho CRM from new Wufoo entries
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Wufoo + Zoho CRM
Create Zoho CRM module entries for new Wufoo entries
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Wufoo + Zoho CRM
Create or update Zoho CRM module entries from new Wufoo form entries
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Wufoo + Zoho CRM
Create Wufoo entries for new Zoho CRM leads to streamline data tracking
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Zoho CRM + Wufoo
Update Zoho CRM module entries with new Wufoo webhook entries
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Wufoo + Zoho CRM

Create leads in Zoho CRM from new Wufoo entries

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Wufoo + Zoho CRM

Create Zoho CRM module entries for new Wufoo entries

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Wufoo + Zoho CRM

Create or update Zoho CRM module entries from new Wufoo form entries

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Wufoo + Zoho CRM

Create Wufoo entries for new Zoho CRM leads to streamline data tracking

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Zoho CRM + Wufoo

Update Zoho CRM module entries with new Wufoo webhook entries

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Wufoo + Zoho CRM

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Supported triggers and actions

What does this mean?

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
Scheduled
Try It
- ModuleRequired
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write
- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write
- FormRequired
Trigger
Scheduled
Try It
- Form Hash
  Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Trigger
Instant
Try It
- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write
- Form HashRequired
- Field TitleRequired
  Choose the field to perform the search upon.
- Search ValueRequired
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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Scheduled
Try It
New Form
Triggers when you build a new form.
Trigger
Scheduled
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- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write

How Zoho CRM + Wufoo Integrations Work

Step 1: Authenticate Zoho CRM and Wufoo.
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.

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Connect Zoho CRM + Wufoo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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About Wufoo

Wufoo is an easy way to create and manage HTML forms.

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Zoho CRM + Wufoo Integrations

How to connect Zoho CRM + Wufoo

Create leads in Zoho CRM from new Wufoo entries

Create Zoho CRM module entries for new Wufoo entries

Create or update Zoho CRM module entries from new Wufoo form entries

Create Wufoo entries for new Zoho CRM leads to streamline data tracking

Update Zoho CRM module entries with new Wufoo webhook entries

Create leads in Zoho CRM from new Wufoo entries

Create Zoho CRM module entries for new Wufoo entries

Create or update Zoho CRM module entries from new Wufoo form entries

Create Wufoo entries for new Zoho CRM leads to streamline data tracking

Update Zoho CRM module entries with new Wufoo webhook entries

Connect your apps and automate workflows

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Field

FormRequired

New Entry (webhook)

Form Hash

Create Entry (Legacy)

Form HashRequired

Find a Submission

Form HashRequired

Field TitleRequired

Search ValueRequired

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry