formless + Zoho CRM
Create Zoho CRM module entries from new formless responses
Effortlessly keep your Zoho CRM records up to date with your latest formless responses using this automation workflow. Whenever someone completes a form in formless, their information will be instantly updated in Zoho CRM. This seamless process ensures that your CRM data remains accurate and saves you valuable time on manual data entry.
Effortlessly keep your Zoho CRM records up to date with your latest formless responses using this automation workflow. Whenever someone completes a form in formless, their information will be instantly updated in Zoho CRM. This seamless process ensures that your CRM data remains accurate and saves you valuable time on manual data entry.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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ConversationRequired
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
