How to connect Zoho CRM + Zoho Forms
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Do Even More with Zoho CRM + Zoho Forms
With Zapier, you can do more than just connect 2 appsāyou can automate entire processes from beginning to end! Here are some popular ways users make their Zoho CRM + Zoho Forms workflows do more for them.
Zapier users love adding Dasha to their workflows
Make Dasha calls for new Zoho Forms entries and convert leads in Zoho CRM
Make Dasha calls for new Zoho Forms entries and convert leads in Zoho CRMPremium
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
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 ItModuleRequired
Try It
How Zoho CRM + Zoho Forms Integrations Work
- Step 1: Authenticate Zoho CRM and Zoho 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
- Thatās it! More time to work on other things.
Zoho Forms Tutorials
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