FormDesigner + Zoho CRM

Create or update Zoho CRM module entries from new FormDesigner submissions

Effortlessly maintain your CRM data up-to-date with this FormDesigner-Zoho CRM workflow. When a new submission lands in FormDesigner, the same will reflect as an entry or update in your Zoho CRM. This process ensures your customer information is always current, making room for better business decisions and customer engagement strategies. Prepare to streamline your work process while focusing on what truly matters - your customers.

Effortlessly maintain your CRM data up-to-date with this FormDesigner-Zoho CRM workflow. When a new submission lands in FormDesigner, the same will reflect as an entry or update in your Zoho CRM. This process ensures your customer information is always current, making room for better business decisions and customer engagement strategies. Prepare to streamline your work process while focusing on what truly matters - your customers.

  1. When this happens...
    FormDesignerFormDesigner
    New Submission

    Triggers when a submission is added for a form.

    TriggerPolling
  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

  • 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
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Polling
    Try It
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form-designer logo

About FormDesigner

FormDesigner - builder of web forms, surveys, quizzes and calculators

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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