ConvertFlow + Zoho CRM

Update Zoho CRM module entries when new fields are submitted by visitors in ConvertFlow

Streamline your customer management by integrating ConvertFlow and Zoho CRM. This workflow activates as soon as a visitor submits fields in ConvertFlow, updating or creating a new module entry in Zoho CRM. This automation saves time and reduces the chance of manual input error, improving your customer relationship management efficiency.

Streamline your customer management by integrating ConvertFlow and Zoho CRM. This workflow activates as soon as a visitor submits fields in ConvertFlow, updating or creating a new module entry in Zoho CRM. This automation saves time and reduces the chance of manual input error, improving your customer relationship management efficiency.

  1. When this happens...
    ConvertFlowConvertFlow
    Fields Submitted by Visitor

    Receive field values from ConvertFlow form, survey and quiz submissions by visitors.

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

    Create or update module entries

    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
convertflow logo
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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