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.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Add Attachment

    Add attachment to the selected Module entry

    ActionWrite
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Supported triggers and actions

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

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

    New 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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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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zoho-forms logo
zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
Learn more

Related categories

  • Forms & Surveys
  • Zoho

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