FormDesigner + Zoho CRM
Create or update Zoho CRM module entries from new FormDesigner submissions
Effortlessly maintain your CRM data up-to-date with this FormDesigner-Zoho CRM workflow. When a new submission lands in FormDesigner, the same will reflect as an entry or update in your Zoho CRM. This process ensures your customer information is always current, making room for better business decisions and customer engagement strategies. Prepare to streamline your work process while focusing on what truly matters - your customers.
Effortlessly maintain your CRM data up-to-date with this FormDesigner-Zoho CRM workflow. When a new submission lands in FormDesigner, the same will reflect as an entry or update in your Zoho CRM. This process ensures your customer information is always current, making room for better business decisions and customer engagement strategies. Prepare to streamline your work process while focusing on what truly matters - your customers.
- When this happens...New Submission
Triggers when a submission is added for a form.
- automatically do this!Create/Update Module Entry
Create or update module entries
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FormRequired
Try ItNew 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
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
