Zoho CRM + Zoho Forms
Add new Zoho Forms entries to Zoho CRM as attachments
Streamline your documentation process with this powerful workflow. When new responses roll in with Zoho Forms, corresponding files will be added directly into your Zoho CRM entries. This setup not only ensures your data stays uniform across both platforms, but also saves you valuable time and energy by eliminating redundant data entry. Enhance productivity and keep your customer relations organized with this effortless integration.
Streamline your documentation process with this powerful workflow. When new responses roll in with Zoho Forms, corresponding files will be added directly into your Zoho CRM entries. This setup not only ensures your data stays uniform across both platforms, but also saves you valuable time and energy by eliminating redundant data entry. Enhance productivity and keep your customer relations organized with this effortless integration.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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FormRequired
Try ItNew 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 It
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New 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
