ConvertFlow + Zoho CRM

Create new module entries in Zoho CRM from new form or survey submissions in ConvertFlow

Activate this workflow to efficiently transfer new survey submissions from ConvertFlow into Zoho CRM as a module entry. This eliminates manual data transfers and ensures crucial data isn't overlooked. With this setup, you'll streamline your customer relationship management process and keep all your sales data in one place. As a result, ConvertFlow responses are readily accessible in Zoho CRM, increasing your data management proficiency.

Activate this workflow to efficiently transfer new survey submissions from ConvertFlow into Zoho CRM as a module entry. This eliminates manual data transfers and ensures crucial data isn't overlooked. With this setup, you'll streamline your customer relationship management process and keep all your sales data in one place. As a result, ConvertFlow responses are readily accessible in Zoho CRM, increasing your data management proficiency.

  1. When this happens...
    ConvertFlowConvertFlow
    Contact Created or Updated

    Triggers when a contact is created or updated by a campaign. Includes event data.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Campaign

    Trigger
    Instant
    Try It
    • EmailRequired

    • First Name

    • Last Name

    • Phone

    • Company Name

    • Company Title

    • Address

    • City

    • State

    • Zip Code

    • Country

    • Source URL

    • Custom Fields

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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convertflow logo

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.
Learn more

Related categories

  • Forms & Surveys

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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