FormKeep + Zoho CRM
Create or update Zoho CRM entries for new FormKeep submissions
Keep track of every customer interaction in real-time with this efficient workflow. Each time a new entry is made in FormKeep, a corresponding entry gets instantly created or updated in your Zoho CRM. This ensures a well-documented record of all customer interactions, leaving no lead or interaction unnoticed. Improve your data management and bolster your customer relationship management with this streamlined connection.
Keep track of every customer interaction in real-time with this efficient workflow. Each time a new entry is made in FormKeep, a corresponding entry gets instantly created or updated in your Zoho CRM. This ensures a well-documented record of all customer interactions, leaving no lead or interaction unnoticed. Improve your data management and bolster your customer relationship management with this streamlined connection.
- When this happens...New Submission
Triggers when your form receives a new submission.
- 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
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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.
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